📍 Today

📍 Today's queue

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📞 Today call log

BusinessCityRepTypeOutcomeDurationDecision MakerNext ActionTierTempTrustNotesDate
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📝 Missed call log

If a rep called a customer but did not log it in CRM, add the call here.

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🛠️ Settings & Admin Controls

📊 Monitoring Framework

Monitor today's CRM read, review the mapped work, then move into planning and raw-lead editing from the same workspace.

♻️ Monthly Reactivation Review (Admin Only)

Reactivation Candidates (Archived, no orders)

RepBakeryCityLast OutcomeLast CallAction
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Ignored Unreachable (No Answer / Wrong Number, no follow-up)

RepBakeryCityLast OutcomeDays IgnoredLast NotesAction
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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

NamePhoneEmailCitiesStatusActions
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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.
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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.

Active desk links

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

  1. Open your Google Sheet
  2. Share → "Anyone with link can view"
  3. Copy URL
  4. Click "+ Add Sheet" and paste
  5. Assign city and rep
  6. Click "Sync"

Connected Sheets

CityStateRepLast SyncedStatusActions
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📋 Operations

📦 Sample Requests

Month view — samples requested in the selected month only.
Bakery City Rep Product Request Date Sent
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All Samples

CustomerCityProductRepStatusFeedbackNext ActionSample dateActions
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Leads — scan & queue

Select a city first to load all leads for that city. Scan rep call notes only, then add to today's queue.
Pick a city card or dropdown — all leads for that city load before you scan notes.
Bakery City Rep Tier Temp Last Call Notes Journey Last touch
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🧠 Strategy

Track city-wise strategy rollouts, upload the material you started using, and compare the response before and after each rollout.

New Strategy Update

Create one strategy update, then add each city rollout with its own start date.
Optional. Keep files small.

City Rollouts

Strategy History

Each city rollout shows a 14-day before vs 14-day after comparison.
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🗂️ Planner

Start with Thirukkural, then move into execution setup for the day.
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