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📵

Not Picked —

Schedule a re-followup call

🔄 Follow-up card will appear on the selected date automatically
✅

Connected —

What happened in this call?

📅
Next Followup Scheduled
Call done — plan next touchpoint
🛒
Order Received
Client gave an order today

Add New Client

📥 Import Client Data

Freq: 7=Weekly · 14=Fortnightly · 30=Monthly · 90=Quarterly · 180=Half-Yearly
Tier is auto-calculated: ≤30d=🔥HOT · 31–90d=🟡WARM · >90d=🔵COLD
Last Call Date: Next call date will be auto-calculated from this.
#Client Name *Short NamePersonPhoneAreaFreq(d)Last CallAssign To
One client per line:
ClientName, ShortName, Phone, Area, Freq(days), LastCallDate(YYYY-MM-DD), AssignedTo(email)

Example: Krispy Kitchen Bakery, Krispy Kitchen, 9829001001, Mansarovar, 7, 2026-04-23, rahul@vowpack.com

🔁 Reassign Client

📅

Pre Follow-up —

Original schedule se pehle ek extra call schedule karo

📌 Original schedule change nahi hogi — yeh sirf ek additional early call hai

✏️ Edit Master —

🚫

Stop Follow-up —

Is client ko calling schedule se hata do

⚠️ Yeh client ab schedule mein nahi dikhega. Baad mein Edit Master se wapas Active kar sakte ho.

📋 Activity Log