The whole lead pool — every lead ever imported, not scoped to the
date range above or to any one manager's agents.
Batch
Total
Called
Pending
Closed
Imported
Calling
Apply Card SMS delivery
What actually happened when the app tried to text the Apply Card link
alongside a call — agents are remote, so this is the only way to see
a denied permission or a carrier failure on their own phone.
All-time, every agent.
Outcome
Count
Most recent
App versions
What each agent's phone last reported on launch — this app is
sideloaded, so this is the only way to know who has actually
updated. Blank means that phone has never run a build new enough
to report it (v1.7.1 or later).
Agent
Version
Last reported
Call outcomes
Every bar carries its own label and count, so the breakdown reads without
relying on colour.
Agent performance
Agent
Calls
Leads
Conv. %
Call later
Not int.
Wrong no.
Switched off
No answer
Callbacks due
Due
Name
Mobile
Company
Agent
Recent calls
When
Customer
Mobile
Outcome
Agent
Remarks
Import leads (CSV)
Expected columns: Name, PAN, Mobile No, Email, DOB, Annual Income
Range, Company, ICI Cr Lmt, Address. Only Mobile No
is required — a row with just a number still imports, and shows to the
agent as Name not provided. DOB must be DD-MM-YYYY;
Address is capped at 2000 characters and is truncated past that.
Give the batch a name so you can report on it later.
Create agent
Login ID and password only. There is no email step for you or the
agent — the address Supabase needs underneath is built and used
automatically, and only that server-side function ever sees it.
Manage agent assignments
A manager sees reports only for the agents checked here — nothing
is visible to a manager until at least one agent is assigned.
Admin accounts always see everyone regardless of this list.