Day · discussion pack (print) · Night · Generate tomorrow
Load a rep to see Blindspots.
Load a rep to open the discussion pack.
Her sticky wall
Load a rep to see her wall.
Working on · In talks
Same dial roster as Prep → Working on. Stickies + queue stay above.
Today's calls
Business
City
Rep
Type
Outcome
Duration
Next Action
Trust
Notes
Date
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Night · Tomorrow stickies
Today’s yield (what she got) · then Generate sticky for tomorrow. No Why? quiz.
Open Night to load today’s yield + Generate.
📥 Inbox
Clear what needs your yes/no — watchlist, Off sheet, study.
Open Inbox to load requests.
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Loading accounting...
Open Monthly to load the marketing report.
🛠️ Settings & Admin Controls
Open Off sheet to load.
Open Handed to load.
Study
Understand → Approve Submit for chase (or use Inbox). City Intel lives under Weekly.
Open Study to load watched lead studies.
Working on · In talks
In talks (Active · On hold · Closed) — same as rep. Dial from City Day.
Open Working on to load In talks bakeries.
Blocker
Cities (city blockers + locks) or Bakeries (chase walls).
Open Blocker → Cities to load.
Open Blocker → Bakeries to load.
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Assets
Pitch pages and social posts for marketing.
Open Assets → Pitch to manage pitch pages.
Watchlist
Case file. Dial unlocks on Working on after Submit for chase + admin approve.
Open Watchlist to load your list.
City Target
Close-kg goals beside the curve — not a lead stage.
Open City Target to load.
💵 Sales
Sales sheet, joint calls, and closing work.
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Open Performance from Admin tools if needed.
My customers
Order wins, amounts, payment, and next WhatsApp step — same view the rep works from.
Bakery
Rep
Win
Order ₹
Paid?
Next step
Actions
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No customers yet. Accounts appear here once they place orders.
Open Payment Follow-up to load.
Open Order Follow-up to load.
Joint calls
Management joint-call prep from Watchlist. Bakeries stay on Watchlist.
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🎓 Coaching
Case studies. Opportunity scoring lives on Closer. Weekly plan lives under Overview → Weekly dashboard.
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♻️ 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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🧒 Vasu's Today Work
A pink unicorn homework board for Vasu to check off today's work and win a sticker when she finishes everything.
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Sales Representatives
Name
Phone
Email
Cities
Status
Actions
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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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🎯 Personal Milestones
Birthday and Work anniversary are fixed (from rep profiles). Add custom anniversaries with name + days from first day.
Milestone
Value
Source
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Custom anniversaries (editable)
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📊 Performance Milestones
Billing targets with name + value (₹).
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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.
Sheet menu CRM → Sync sheet (import) or CRM → Cleanup sheet (strike Parked/Closed)
Connected Sheets
City
State
Rep
Last Synced
Status
Actions
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📋 Operations
⚠️ Complaint recovery
One workflow: complaint → replacement shipment → resolve. Not the same as a new sales order.
Date
Bakery
City
Rep
Product
Status
Complaint
Edit
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📦 Sample Requests
Default: all samples needing answers first. Month filter is optional browse only.
Bakery
City
Rep
Product
Request Date
Sent
Answer
By
Admin next
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0
Requested
→
0
Fulfilled
All Samples
Customer
City
Product
Rep
Status
Feedback
Next Action
Sample date
Actions
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🚀 Active Pipeline: Sample Dispatched, No Order
Customer
City
Rep
Sample Status
Feedback Status
Action
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📝 Sample Feedback Questions
These questions appear to reps once a sample is delivered. Supported types: rating (1-5) and yes/no.
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0
Requested
→
0
Fulfilled
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🔁 One-Time Buyers (No Repeat Order Yet)
Customer
City
Rep
First Order
Days Since Last Order
Payment
Status
Action
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💳 Payments
Rep
Bakery
Order Type
First Order Date
Delivered
Payment Due
Payment Status
Paid At
Action
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📦 Products
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Leads — scan & queue
Select state and city to load the full roster. Triage with Park (90 days) or Close. Watchlist adds come from the rep (with why) for you to Approve. Parked and closed stay visible at the bottom.
Select state and city to load all leads for that city. Scan rep call notes only, then add to today's queue.
Pick state and city — all leads for that city load before you scan notes.
Active
Bakery
Last called
Last call notes
Actions
Select a city to load leads.
Parked (90 days)
Bakery
Status
Last call notes
Actions
No parked leads.
Closed
Bakery
Status
Last call notes
Actions
No closed leads.
City roster
Same Active / Parked / Closed sections — filter by label if needed.
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.
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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Weekly Review
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Add Plan for This Week
Update Current Goal
Add Product
Add Variant
Edit Follow-up
Add New Rep
Dispatch Login
🔄 Reassign City
Add Google Sheet
⭐ Award Star to
Add Milestone
Add Question
Approve
Mark as Delivered
Admin Login
Enter your admin password
Change Password
Profile Photo
Add a clear face photo so reps can quickly recognize you across shared team views.
📦 Stock on hand
Quick view. Edit quantities in the Products tab or dispatch updates stock on hand.
