Admin - Sugar Alchemy CRM

Overview

Prep

Sales

Coaching

Desk

Tools

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Daily dashboard

Calls made today · scheduled callbacks

📞 Calls made today

Business	City	Rep	Type	Outcome	Duration	Next Action	Trust	Notes	Date
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Scheduled calls

Callbacks for today — pick a rep to review.

Select a rep to load scheduled callbacks.

Follow-ups

Strike off when cleared.

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📥 Inbox

Clear what needs your yes/no — watchlist, Non-bakery, study.

Open Inbox to load requests.

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🛠️ Settings & Admin Controls

🧭 Prep

Watchlist first. Qualify · Study · Non-bakery · Assets.

Watchlist

Bakeries admin is watching closely, beside city review context.

Open Watchlist to load your list.

💵 Sales

Orders, payments, portfolio, and problem solving.

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🎓 Coaching

City health finds coverage gaps · case studies. Weekly plan lives under Overview → Weekly dashboard.

♻️ Monthly Reactivation Review (Admin Only)

Reactivation Candidates (Archived, no orders)

Rep	Bakery	City	Last Outcome	Last Call	Action
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Ignored Unreachable (No Answer / Wrong Number, no follow-up)

Rep	Bakery	City	Last Outcome	Days Ignored	Last Notes	Action
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💸 Expenses So Far

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🍽️ Meal Planner

Plan breakfast, lunch, and dinner in one simple weekly table.

Day	Breakfast	Lunch	Dinner
Monday
Tuesday
Wednesday
Thursday
Friday

🛍️ Shopping

Keep this simple: what it is, how much, and date. Each save adds one expense row.

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📒 Expense Register

Read-only list of saved expenses across shopping and classes, grouped for quick review.

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Sales Representatives

Name	Phone	Email	Cities	Status	Actions
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✅ Daily Tasks For Reps

Assign checklist items here. Reps can tick them off on their Daily Tasks screen. Add one task per line.

Rep

Checklist Items

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🚚 Dispatch Account

Manage the separate dispatch login used for order shipment updates.

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🔐 Active Sessions

Logged-in admin and reps. Disconnect to force re-login.

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🛒 Quick Order Desk

Generate a per-bakery order link for WhatsApp. Customers open sales.sugaralchemy.in/orders/bakery-name — no login; they browse stock, add to cart, and submit. Orders land in CRM as requested.

Search bakery

Discount %

Active desk links

Bakery	City	Rep	Discount	Status	Link	Actions
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📋 How to Connect Google Sheets

Open your Google Sheet
Share → "Anyone with link can view"
Copy URL
Click "+ Add Sheet" and paste
Assign city and rep
Click "Sync"

Connected Sheets

City	State	Rep	Last Synced	Status	Actions
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