Page Header & Context Controls

Back Arrow (Top Left)
Returns to the previous module or dashboard.
Does not change any data.

Branch / Company Selector (e.g., “Pandesara – HQ”)
Shows which branch or business data you are viewing.
If changed:

• Deal list refreshes
• Only the selected branch’s deals are shown

Page Title
Deal (146) indicates:

• The total number of deals currently visible
• If filters are applied, the count changes accordingly

Top Action Bar (Right Side)

Search Bar (Press Ctrl+K)
Searches deals instantly.
Supported search fields:

• Deal name
• Person name
• Organization
• Phone

Search affects display only. It does not modify data.

Filter Icon (Funnel)
Opens the filter panel.
Used to filter deals by:

• Stage
• Source
• Date
• Owner
• Amount range

Filters affect display only. They do not edit deal records.

View Toggle
Indicates which view is currently active (Table vs Pipeline).
Switching views changes layout only, not data.

Deal Button
Opens the Create Deal screen.
After submission, the new deal appears in the table.

Deal Table Columns

Checkbox Column
Used to select one or more deals.
When at least one deal is selected:

• Bottom bulk action bar appears.

Header checkbox selects all visible rows.

Name
Deal name (clickable).
Opens the Deal Detail screen.
Sorting controls allow alphabetical sorting.

Person Name
Primary contact linked to the deal.
Not clickable in this view.
Sorting supported.

Organization
Organization linked to the deal (if applicable).
If blank, the deal is treated as an individual deal.

Phone
Contact number for quick reference.

Amount
Expected deal value.
Sorting supported.
Used for forecasting.

Stage
Current pipeline stage (e.g., Prospecting, Won, Lost).
Clicking the stage opens a dropdown.
Selecting a new stage updates the deal stage.

Created At
Deal creation date.
Used for ageing analysis.

Source
Origin channel (e.g., Reference, Facebook).
Dropdown can be used for filtering.

Remark
Short internal note visible directly in the table.
Helps provide context without opening the deal.

Row Action Menu (⋯ Three-Dot Menu)
When opened, the actions may include:

• View
• Edit
• Duplicate
• Call
• Meeting
• Visit
• Delete

View
Opens Deal Quick View.
Read-only.

Edit
Opens Edit Deal form.
Allows updating:

• Stage
• Amount
• Close date
• Product
• Contact
• Source
• Other deal fields

After saving, the table updates immediately.

Duplicate
Creates a copy of the deal:

• Same details
• New ID
• Stage may reset to default

Used for repeat deals.

Call / Meeting / Visit
Opens the respective activity logging panel linked to the deal.
After saving, the activity appears in the deal’s Activities.

Delete
Deletes the deal (usually requires confirmation).
After confirmation, the deal is removed.

This document explains how the Deal Module works in WORTAL CRM, including the deal lifecycle, the Deal List (Table View), creating a deal, and the Deal Detailed View. It is written as a website-ready product explainer with clear sections and scannable formatting.

What is the Deal Module?
The Deal Module is used to manage qualified sales opportunities. It helps teams track deals through pipeline stages, maintain commercial details, log activities, generate quotations, and manage the full deal lifecycle until the deal is marked Won or Lost.

Core Features of Deal Module
View deals in:

• Table View
• Pipeline (Kanban) View

Search and filter deals
Manage pipeline stages (from Prospecting to Won/Lost)
Create new deals and link them with Person and Organization
Add products and auto-calculate deal amount

Log activities:

• Calls
• Meetings
• Visits
• Follow-ups

Bulk update:

• Stages
• Assigned users

Send templates for bulk communication
Generate quotations

Maintain supporting records:

• Notes
• Docs
• History
• Chat (WhatsApp API dependent)

Ensure traceability via history logs

Deal Lifecycle Flow
Standard flow:

Create Deal
→ Stage = Prospecting
→ Add Product
→ Schedule Activity
→ Move to Demo
→ Move to Proposal
→ Move to Negotiation
→ Mark Won
→ Revenue booked

Purpose of Convert Button

Navigation Path:
Sales Module → Lead → Click Lead’s Name → Convert

When the user clicks Convert (top right of Lead Detail), the system:

• Opens “Convert to Deal” screen
• Pre-fills lead data
• Creates a Deal record
• Moves lead into Deal pipeline

Important notes:

• Lead remains as a history record
• Deal becomes the active sales opportunity
• Logged communications can move to the deal (as per system design)

Convert to Deal – Screen Structure

Sections:

• Deal details
• Contact details
• Person address details
• Product details
• Recurring deal
• Other details (custom fields)

Deal Details Section
Deal name * (auto-filled from lead, editable)
Stage * (defines pipeline stage, e.g., Prospecting)
Source (auto-filled, editable)
Close date (forecasting and reporting)
Remark
Description

Contact Details Section
Converts lead into:

• Person
• Organization (optional)

Includes:

• Person name * (auto-filled, new marked as “NEW” where applicable)
• Organization name (optional)
• Contact number (auto-filled, editable)
• Email (auto-filled, editable)
• Special dates (optional)

Person Address Details
Billing address (select or create if missing)
Shipping address (select or create if missing)

Product Details (Expandable)
Used to add products linked to the deal for:

• Quotation generation
• Commercial readiness

Typical fields:

• Product name
• Quantity
• Rate

Recurring Deal
Yes / No
If Yes, deal can repeat automatically (if enabled)

Submit Button (Conversion Result)
On Submit, the system typically:

• Creates a new Deal
• Links deal to lead
• Creates person (if new)
• Creates organization (if new)
• Links address
• Moves opportunity into Deal pipeline
• Marks lead as Converted (based on logic)

What Happens After Conversion (System View)
Lead status → Converted
Deal stage → Prospecting (or selected stage)

Data flow:
Lead → Person → Deal → Revenue pipeline

Activities can be moved into the deal to maintain a single timeline (if configured)

When to Convert (Business Logic)
Convert only when:

• Buyer shows serious interest
• Product discussion is done
• Pricing discussion has started
• Revenue expectation is defined

Do not convert:

• On the first call
• Without qualification
• Without product confirmation

Common Mistakes and Best Practices

Common mistakes
Converting without setting stage
Not adding close date
Not adding product details
Creating duplicate person records

Best practice checklist (before convert)
Product selected
Estimated amount entered
Next follow-up planned
Decision maker identified

Purpose of This Screen

Navigation Path:
Sales Module → Lead → Click Lead’s Name

The Lead Detail screen is used to:

• View complete lead information
• Update status
• Add follow-ups
• Log calls, meetings, and visits
• Send WhatsApp or Email
• Add tasks
• Store notes and documents
• Track full lead history
• Convert lead into Deal

Top Header Area
Back to Lead List
Lead name with icons:

• Edit icon (opens Edit Lead form)
• Copy icon (duplicates lead)
• Status dropdown (editable)
• Follow button (subscribe to updates, if enabled)
• Convert button (convert to Deal)

Left Panel – Lead Information Summary

Typically includes:
Basic details: phone, email
Remarks box (quick entry, often limited length)

Business information:

• Business name
• Source / sub-source
• Status
• Lead type
• Special dates
• Description

Address details

Lead details:

• Lead ID
• Product
• Amount
• Website
• Assigned user (owner)

Right Panel – Activity Management

Tabs Available

• Activities
• Tasks
• Notes
• Docs
• History
• Chat

Activities Tab

Includes:

• Activity count

Filters:

• All
• Call
• Meeting
• Mail
• Visit

Activity cards with:

• Type
• Description
• Created by
• Created date
• Status tag (Log, Held, Call Later, Interested, etc.)

Three-dot menu (edit/delete based on permissions)

Log and Follow-up
Log records a completed interaction
Follow-up schedules the next interaction

Communication Button

Options includes:

• WhatsApp
• Email

(Depends on integrations.)

Activity Logged Detailed View

When It Appears

Triggered when the user opens any logged activity such as:

• Follow-up call
• Initial call
• Demo meeting
• Visit

What It Shows
View mode (read-only)
Three-dot menu (edit/delete if permitted)

Activity type header:

• Activity title
• Response status (Held, Unheld, Interested, etc.)
• Duration

Detailed fields:

• Direction
• Date and time
• Summary
• Attendees
• Linked lead
• Mobile number
• Email ID
• Updated by / created by

Why This Sidebar Matters

It ensures:

• No activity can be denied
• Managers can review call quality
• Timeline integrity
• Team accountability
• Strong sales tracking discipline

Tasks, Notes, Docs, History, Chat

Tasks Tab
Used to assign tasks related to the lead, such as:

• Send quotation
• Call tomorrow
• Visit warehouse

Notes Tab
Used for internal notes and future reference.

Docs Tab
Used to store lead-wise documents:

• Quotation PDF
• Product catalogue
• Agreement copy

History Tab
Shows complete change history, such as:

• Lead created
• Status changes
• Assigned user changes
• Product updates
• Other modifications

(Also used for transparency and audit.)

Chat Tab
Used to chat with clients when WhatsApp API integration is enabled.

Edit Lead
Opened via the Edit icon.
Fields commonly include:

• Lead name
• Contact number
• Email
• Source
• Status
• Lead type
• Product
• Business name
• Address
• Amount

Make changes and click Submit to save changes.

Purpose of This Screen

Navigation Path:
Sales Module → Lead → Click on + Inquiry 

The Create Lead screen is used to:

• Add a new enquiry manually
• Capture complete lead information
• Assign source and status
• Store contact and business details
• Mark recurring leads
• Maintain structured data from day one

This is the entry point of the sales pipeline.

Top Header Area

Back Arrow
Returns to Lead List without saving.

User Dropdown (Top Right)
Shows assigned user for the lead.

Settings Icon
Used for lead configuration and custom field settings.

Section: Basic Details

Lead Name * (Required)
Enter the full name of the contact or business.

Examples:

• Rajesh Patel
• Amit Textiles

Mandatory field.

Contact Number
Country code selector (default: +91)
Plus icon supports multiple contact numbers.

Best practice: always enter at least one valid number.

Email
Optional but recommended.
Plus icon supports multiple emails.

Source (Dropdown)
Examples:

• IndiaMART
• Google Ads
• Facebook
• WhatsApp
• Cold
• Offline

Important for marketing tracking.

Status (Default: New)
Pre-selected as “New”
Can be changed during creation if needed

Lead Type (Dropdown)
Used to categorize lead type (example internal categories: Hot, Warm, Cold)

Remark
Short note about the first conversation.
Example: “Looking for 500 pcs cotton shirts.”

Description
Detailed explanation of requirement for internal clarity.

Show Other Details (Expandable)
Use this section for advanced information.

Lead Details (Expanded)

Business Name
Company or firm name.

Website
Official website (if available).

Alias
Alternative name or short code for internal use.

Lead ID
Unique internal identifier (if manually assigned).

Product
Product being enquired for.
Examples: Cotton fabric, Saree print, Garments

Amount
Expected deal value.
Used for forecasting and reporting.

Special Dates
Optional checkbox for special date tracking (example: birth date, anniversary).

Address Section

Typical fields:

• House no / building name
• Road name / area / colony
• Landmark
• Country
• State
• City
• Pin code

Best practice:
Fill city and state correctly for location-based filtering.

Recurring Lead
Options:

• Yes
• No (default)

If Yes:
Marks lead as recurring (repeat buyer pattern)

Other Details (Custom Fields)
All custom fields created in settings appear here.

Bottom Action Buttons

Cancel
Discards entered data.

Submit
Saves the lead.

After submission:

• Lead appears in Lead List
• Assigned status is applied
• Owner is assigned (based on system logic)

Step-by-Step Workflows

Scenario 1: Manual Entry from Phone Call

Click + Lead
Enter lead name
Enter contact number
Select source = Cold / Call
Keep status = New
Add a short remark
Click Submit

Scenario 2: High Value Business Lead

Fill basic details
Expand “Show Other Details”
Add business name
Enter product
Enter expected amount
Fill address
Submit

Common Mistakes and Best Practices

Common mistakes
Not selecting source
Not writing remark
Leaving amount empty for high-value leads
Skipping business name for B2B leads

Best practices
Always enter: source, product, remark
For serious enquiries: fill amount, business name, and address
Mark recurring if it is a repeat buyer

Bulk Actions Bar

When multiple leads are selected, a bottom action bar appears with options like:

• Update
• Delete
• Export
• Send Template

Example label:
“10 Leads Selected”

Bulk Update (Lead Mass Update Panel)

How to Open
Select leads → Click Update → Side panel opens

Tabs in Mass Update

Status Tab
Change status for all selected leads in one action.

Example:
Select 50 leads → change status to “Contact in Future”

Assigned User Tab
Reassign selected leads to another user.

Example:
Reassign 100 IndiaMART leads to a new sales executive

Source Tab
Update lead source in bulk.

Example:
Move “Cold” leads to “Campaign”
Click Submit to apply changes to all selected leads.

Bulk Export (Lead Mass Export)

Export Tab
Choose format:

• XLSX (Excel)
• CSV

Select fields to export, such as:

• Name
• Account name
• Alias
• Email
• Contact number
• Website
• Custom fields

Click Export to download the file.

Export History Tab
Shows:

• File name
• Exported leads count
• Exported by
• Date and time
• Status (Completed)

Previously exported files can be downloaded again.

Import Lead (Bulk Upload)

How to Open
Click + Lead → Import Lead

Import Tab
Steps:

• Download template (Excel format)
• Upload file (.xls / .xlsx)
• Max limit: 1000 entries per upload
• Select file → Upload

Import History Tab
Shows:

• File name
• Leads imported
• Leads skipped
• Errors found
• Uploaded by
• Date and time
• Status (Completed / Error)

If errors occur, the system shows error count for correction.

Purpose of This Screen

Navigation Path:
Sales Module → Inquiry Or Lead

The Lead List screen is the main workspace to:

• View all leads
• Search and filter leads
• Change lead status instantly
• Assign or reassign users
• Perform bulk updates
• Add, import, and export leads
• Take quick actions (Call, Meeting, Visit)
• Customize columns
• Check key lead info at a glance

If leads are managed daily, this is the primary screen used most often.

Top Action Area
Search Bar (Ctrl + K)
Search by:

• Name
• Phone number
• Email
• Business name

Shortcut:
Press Ctrl + K for instant search

Filter Button (Funnel Icon)
Use filters to narrow the list by:

• Status
• Source
• Assigned user
• Date range
• Custom fields
• Other available filters (based on configuration)

After applying filters, only matching leads appear.

View Toggle (List Icon)
Switch between:

• List View
• Kanban View (Card View)

This changes layout only and does not change lead data.

Column View / Customize Columns
Click the column icon to open Customize Columns. You can:

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

Notes:
Locked columns (🔒) cannot be removed.
Extra fields can include: Alias, Email, Product, Amount, Business Name, Address, and others.

+ Lead Button
Options:

• Add Lead (manual entry)
• Import Lead (bulk upload via Excel)

(Column-by-Column Explanation)

Each row represents one lead.

Checkbox
Select leads for bulk actions.
Top checkbox selects all visible leads.

Name
Click Lead name to open Lead Detail.
Sortable (A–Z / Z–A).

Phone
Shows the primary contact number.

Status (Editable Directly From List)
Status can be updated directly from the list:
Click the status label to select a new status.

Typical statuses:

• New
• Assigned
• Contact in Future
• In Process
• Dead

Changing status updates the lead immediately.

Source
Shows enquiry source, such as:

• IndiaMART
• Google Form
• Facebook
• WhatsApp
• Cold
• Offline
• Others (based on setup)

Created At
Shows lead creation date and time.
Sortable.

Useful for:

• Daily tracking
• Lead ageing

Remark
Shows the latest remark for quick context without opening Lead Detail.

Assigned User (Editable From List)
Assigned user can be changed from the list:
Click assigned user and select another user.
Ownership updates immediately.

Updated At
Shows last modification date.
Useful for identifying inactive leads.

Row Action Menu (⋮ Three-Dot Menu)

Available Actions

• View
• Edit
• Duplicate
• Convert Lead
• Call
• Meeting
• Visit
• Delete

Action Definitions

View
Opens Lead Detail screen.
Read-only if permissions are restricted.

Edit
Opens Edit Lead form.

Editable fields commonly include:

• Lead name
• Business name
• Status
• Product
• Contact details
• Source
• Other configured fields

After saving, the table updates immediately.

Duplicate
Creates a copy of the existing lead:

• Same details
• New ID
• Status reset to default

Used for repeat leads.

Convert
Converts a lead into a deal:

• Lead details are carried forward
• New deal ID is created
• Stage may be selected as required

Used for qualified leads that are ready to enter the revenue pipeline.

Call / Meeting / Visit
Opens the relevant logging panel linked to the lead.
After saving, the activity appears in Lead Activities.

Delete
Deletes the lead (typically with confirmation).
After confirmation, the lead is removed permanently.

This document explains how the Lead Module works in WORTAL CRM, including the lead lifecycle, the Lead List (Table View), creating a lead, and the Lead Detailed View.

Covering:

• Lead List (Web Version)
• Create Lead
• Lead Detail
• Convert to Deal

What is the Lead Module?

The Lead Module is the entry point of the sales process in WORTAL CRM. It is used to capture, manage, track, and qualify enquiries received from multiple sources such as IndiaMART, WhatsApp, calls, Google Ads, Facebook, offline campaigns, and more.

A Lead represents a new enquiry or buyer interest that has not yet become a confirmed sales opportunity.

This module ensures:

• No enquiry is missed
• Every follow-up is tracked
• Sales team accountability is maintained
• Owners have full visibility on progress
• Qualified leads are converted into Deals in a structured manner

Core Features of Lead Module

The Lead Module allows users to:

• View all leads in a centralized list
• Search and filter leads
• Update lead status
• Assign or reassign users
• Perform bulk updates
• Import and export leads
• Log calls, meetings, and visits
• Schedule follow-ups
• Store notes and documents
• Track full activity history
• Convert leads into deals

Lead Lifecycle Flow

Lead
→ Follow-up (Call / Meeting / Visit)
→ Qualification
→ Status Update
→ Conversion to Deal
→ Revenue Opportunity

Daily Workflow Guide

Salesperson Workflow

Login
Check new leads and follow-ups
Call leads
Update status from list
Add remark
Set follow-up (inside Lead Detail)

Owner Workflow

Filter → Created Today
Check new leads count
Filter by status to check progress
Bulk reassign if needed
Sort by Updated At to find inactive leads

Common Mistakes and Best Practices

Common mistakes

Not assigning leads
Not updating status
Writing remarks in WhatsApp but not in CRM
Leaving too many leads in “New” status

Best practices

Every lead must have:

• Status
• Assigned user
• Follow-up date
• Remark

No lead should remain “New” for more than 1 day