3.1 Search (Subject and Contact No.)

Shortcut Key: Ctrl + K

Used to search calls by:

• Call subject (Initial Call, Follow-up, etc.)
• Phone number

Behavior:

• Real-time filtering
• Changes the visible list only, not the data

3.2 Filter Icon

Opens the filter panel.

Navigation Path:

Sales Module → Activity → Call  → Click on Filter Icon

Likely filters include:

• Date range
• Response type
• Direction
• Created by
• Parent (Lead / Deal)

3.3 Follow Up Button

Navigation Path:

Sales Module → Activity → Call  → Click on Follow Up

Used to:

• Create a follow-up activity from a selected call

Opens:

• Follow-up scheduling popup

3.4 Call Log Button

Navigation Path:

Sales Module → Activity → Call  → Click on Call Log

Used to:

• Manually log a new call record

Opens:

• Call logging form

3.5 Column View / Customize Columns

Click column icon → Customize Columns

You can:

• Enable or disable columns
• Reorder columns
• Reset to default

Notes:
Locked columns (🔒) cannot be removed.

Navigation Path:
Sales Module → Activity → Call

Page Header

Title: Log Calls (1000)

Shows the total number of call records in the system.

Includes:

• Incoming calls
• Outgoing calls
• Missed calls
• Skipped calls
• Manually logged calls

This is a global call register across the CRM.

Table Columns

2.1 Subject

Call title.
Examples:

• Initial Call
• Call Skipped
• Follow-up

Clickable and usually opens the detailed view sidebar.

2.2 Parent

Indicates the entity type linked to the call, such as:

• Lead
• Cold
• Deal

Purpose:
Helps understand the call context and where the activity belongs.

2.3 Linked To

Shows the person or deal name (example: ABC).
Clicking may open the linked Lead or Deal detail screen.

2.4 Phone

Phone number used for the call.
Important when a contact has multiple numbers.

2.5 Direction

Indicates call direction and type:

• Incoming → client called
• Outgoing → team called
• Missed → not answered

Used for:

• Sales performance analysis
• Call behavior reporting

2.6 Start Time

When the call started.

2.7 End Time

When the call ended.
Used to verify the actual call window.

2.8 Duration

Call duration.
Examples:

• 00:00:01
• 00:00:06

Very short duration often indicates a missed or rejected call.

2.9 Response

Selected outcome of the call.
Examples:

• Interested
• No Response
• Call Later
• Not Answering

Why it matters:
Critical for follow-up planning and outcome reporting.

2.10 Date

Date of the call.
Used for daily productivity reports.

2.11 Summary

Short note entered while logging.
Helps users understand context without opening details.

2.12 Created By

User who logged the call.
Used for tracking salesperson activity.

2.13 Attendees

Mostly relevant for meetings.
For calls, this may remain blank in many setups.

2.14 Updated By

User who last modified the call entry.

2.15 Created At

Timestamp of record creation.

2.16 Updated At

Timestamp of last update.

2.17 Row Action Menu (⋮)

may include:

• View
• Edit
• Delete

Availability depends on permissions (RBAC).

1.1 What is the Call Section?

The Call Module is used to log, track, and manage all call interactions with leads and deals inside WORTAL CRM. It ensures that every phone conversation, whether incoming or outgoing, is recorded systematically and linked to the correct Lead or Deal.

The purpose of the Call Module is to create:

• Transparency
• Accountability
• Continuity in the sales process

1.2 Why the Call Section is Important

In most businesses, important discussions happen over calls. Without proper logging:

• Follow-ups get missed
• Managers cannot review call outcomes
• Team performance cannot be measured
• Conversations depend on memory

The Call Module ensures:

• Every call is recorded with proper details
• Call duration and response are tracked
• Follow-ups are scheduled immediately
• Managers can review call activity
• Full call history is available under Lead and Deal records

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System Behavior

• Changing GST rate automatically updates totals.
• Deleting an item recalculates totals.
• Discount can affect final GST (based on calculation rules).
• Series selection determines numbering sequence.
• Currency affects formatting and calculations across the quotation.

Workflow Example (Quotation List → Conversion)

Create quotation or generate from Deal

• Quotation appears in list
• User opens it
• Edits if needed
• Sends to customer
• Customer approves
• Converted to invoice
  
• Fully tracked

Navigation Path:
Sales Module → Quotation → Click + Quotation 

1.1 Header Section

Title 
Default: Quotation
Can be changed to:

• Invoice
• Proforma Invoice
• Tax Invoice

Used as the document heading in the PDF.

Currency 
Example:
INR

Controls:

• Currency symbol
• Amount formatting

Quotation Status
Default:
Draft

Options may include:

• Draft
• Sent
• Approved
• Rejected

Controls:

• Workflow stage
• Conversion eligibility

1.2 Quotation Details Section

Quotation Date
Date of issue
Used for:

• Legal validity
• Reporting

Quotation Series
Example:
Quotation (FY4132025-26)

Purpose:

• Defines numbering pattern

System auto-generates quotation number based on selected series.

Quotation No
Auto-generated using the selected series and sequence.

1.3 Client Details Section

Person / Organization Name
Select an existing contact.
On selection, the system can auto-fill:

• Billing address
• Shipping address
• GST (if stored)
• Email
• Phone

If not found:
User must create the contact first.

Bill To Address
Pulled from saved billing address
Editable if needed
Used in PDF output

Ship To Address (Optional)
Pulled from saved shipping address
Editable if needed
Used when shipping differs from billing
Used in PDF output

1.4 Item Details Section (Core Calculation Area)

Item Table (Customisable Columns)

Typical columns:

• SR No
• Item Name
• Description
• Quantity
• Sell Price
• GST Rate (%)
• Amount
• Total Amount

These columns can be configured based on business needs.

Item Name
Dropdown from product master

If not available:
Click + New Product

Selecting a product may auto-fill:

• Description
• Default price
• Default GST rate

Description
Optional product details
Visible in PDF
Character limit: 1000

Quantity
Number of units
Must be numeric

Sell Price
Price per unit before tax

GST Rate (%)
Examples:

• 0%
• 5%
• 12%
• 18%
• 28%

Behavior:
GST is calculated automatically.

Amount
Calculated as:
Quantity × Sell Price
(before GST)
Auto-calculated field.

Total Amount
Calculated as:
Amount + GST
Auto-calculated field.

+ New Row
Adds another product line.

+ New Product (Top Right)
Opens product creation popup.
After save, the new product becomes selectable immediately.

1.5 Tax and Total Summary Panel (Right Side)

GST Breakdown
Shows tax grouped by rate:

• GST 0%
• GST 5%
• GST 12%
• GST 18%
• GST 28%

Helps with:

• Tax clarity
• GST reporting

Net Total
Total before discount and rounding.

Cash Discount
Manual discount option
Reduces total and can trigger recalculation (based on your tax settings)

GST (Overall)
Total tax amount.

Round Off
Manual rounding adjustment.

Grand Total
Final payable amount

Used in:

• PDF
• Reports
• Invoice conversion

1.6 Additional Notes

Free text field
Visible in PDF

Used for:

• Payment terms
• Delivery timeline
• Special instructions

1.7 Terms and Condition Dropdown

Navigation Path:
Sales Module → Setting  →   Quotation  →  Other Setting and Click (+) 

Pulls predefined T&C templates from Settings.
User can choose from available templates.
Appears at the bottom of the quotation PDF.

1.1 Edit (✏)
Opens the quotation in edit mode.

1.2 Share (📤)
Allows sending quotation via:

• Email
• WhatsApp

1.3 Download (⬇)
Download a PDF copy.

1.4 Print (🖨)
Opens print-ready format.

1.5 More Options (⋮)
May include:

• Duplicate
• Delete

8.1 Company Details
Pulled from Business Settings, such as:

• Company name
• Address
• Contact number
• Email
• Website
• GSTIN

8.2 Billing Address
Pulled from Deal / Person contact details, such as:

• Customer name
• Contact
• Email

8.3 Quotation Details

• Quotation number
• Quotation date

8.4 Product Table
Typical columns:

• S No
• Name
• Qty
• Rate
• GST %
• Amount

Total amount

Behavior:

• Automatically calculated totals

8.5 Total Section
Shows:

• Net amount
• Round off
• Grand total

8.6 Bank Details
Pulled from Settings, such as:

• Bank name
• Branch
• Account number
• IFSC
• UPI ID
• QR code

8.7 Terms and Conditions
Pulled from Settings.