Sago Wholesale
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Sago Wholesale
My CRM
Admin
VK
Veronica K.
Sales rep
Dashboard
RESPONSE TIME TARGET: UNDER 15 MINUTES DURING BUSINESS HOURS
Overdue — Leads
0
Overdue — Customers
0
Due today — Leads
0
Due today — Customers
0
Going cold
0
no contact 14+ days
New leads (7d)
0
My leads
0
Conversion rate
0%
leads → customers
Pipeline — status
New leads
Follow-up urgency
Source performance
Interest demand
Customer activity
Leads going cold — no contact 14+ days
Leads
0 leads selected
Company / NameSend WA MessageStatusPriorityNext follow-up
Customers
Name / BusinessSend WA MessageStatusPriorityLast orderNext follow-upInvoices
Follow-ups
Company / NameCountryStatusPriorityNext follow-upDueNotesWhatsApp
View as:
Overdue — Leads
0
Overdue — Customers
0
Due today — Leads
0
Due today — Customers
0
Going cold
0
no contact 14+ days
New leads (7d)
0
Total leads
0
Conversion rate
0%
leads → customers
⠿Pipeline — status×
⠿New leads×
⠿Team — leads & conversion×
⠿Team — overdue follow-ups×
⠿Source — lead volume×
⠿Source — conversion×
⠿Interest demand — hot/warm leads×
⠿Customer activity×
⠿Leads going cold — no contact 14+ days×
Employee leads
CompanyContactCountryInterestsStatusPriorityNext follow-upSourceNotes
All leads
EmployeeCompanyContactCountryInterestsStatusPriorityNext follow-upLast logLast messageSourceNotes
All customers
EmployeeCompanyContactCountryInterestsStatusPriorityNext follow-upLast logLast orderLast messageSourceNotes
All offers
DateEmployeeCustomerModelGradePrice (USD)Notes
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All changes auto-save to the cloud. Every user loads the latest data on login.
Interest options
Source options
Status optionsCore statuses locked
Countries
Employees
Add new lead
Edit customer
Add new source
WhatsApp broadcast
Use {name} for contact name, {company} for company name, {employee} for your name
Click each link to open WhatsApp with the message pre-filled. Hit Send in WhatsApp. Links turn green once opened.
Change your password
You must set a new password before continuing.
Reset password
Customer invoices
Assign invoice to customer
Or create a new customer from the invoice data:
Details
Activity log
Log new activity
History
Add offer
Offers from this customer
Import results