✓ Logged in as Vikas Kashyap (FIELD EXECUTIVE) • 🧪 Demo Sandbox Environment
ZOHO-STYLE FIELD OPERATIONS • ON-GROUND WORKBENCH
Welcome back, Vikas Kashyap FIELD EXECUTIVE
Manage today's scheduled client visits, product demonstrations, on-site scoping, and advance collections.
TODAY'S CLIENT VISITS
0
/ 4 Target
0% Done
PENDING / OVERDUE
0
Visits Due
✓ All Caught Up
HOT FIELD DEALS
8
High Intent
₹10,900,000
ADVANCE & CLOSED
₹390,000
1 Won
Token Advance
Field Itinerary & Client Visits
| CLIENT & CONTACT | LOCATION & ROUTE | IT SOLUTION REQUIRED | APPOINTMENT & STATUS | QUICK ACTIONS |
|---|---|---|---|---|
|
S
|
Gurugram
Route
|
IT Solution
Value: ₹2,500,000
|
16 Oct, 01:53 AM
HOT
New
|
|
|
E
|
Noida / Delhi NCR
Route
|
IT Solution
Value: ₹0
|
16 Oct, 01:53 AM
WARM
New
|
|
|
E
|
Noida / Delhi NCR
Route
|
IT Solution
Value: ₹0
|
16 Oct, 01:52 AM
WARM
New
|
|
|
A
|
Noida
Route
|
IT Solution
Value: ₹1,200,000
|
16 Oct, 01:44 AM
HOT
New
|
|
|
A
|
Noida
Route
|
IT Solution
Value: ₹1,200,000
|
16 Oct, 01:44 AM
HOT
New
|
|
|
A
|
Noida
Route
|
IT Solution
Value: ₹1,200,000
|
16 Oct, 01:40 AM
HOT
New
|
|
|
A
|
Noida
Route
|
IT Solution
Value: ₹1,200,000
|
16 Oct, 01:38 AM
HOT
New
|
|
|
A
|
Noida
Route
|
IT Solution
Value: ₹1,200,000
|
16 Oct, 01:36 AM
HOT
New
|
|
|
A
|
Noida
Route
|
IT Solution
Value: ₹1,200,000
|
16 Oct, 01:34 AM
HOT
New
|
|
|
A
|
Noida
Route
|
IT Solution
Value: ₹1,200,000
|
16 Oct, 01:31 AM
HOT
New
|
Today's Field Agenda
All field tasks completed!
You have zero pending tasks on your route today.
On-Site Client Checklist
SGR Solution Deck Loaded:
ERP, Hospital Mgmt & Mobile App demo ready on tablet/laptop.
ROI & Case Studies:
Show live client testimonials and cost saving analysis.
Token Advance QR & Bank Details:
Ready for booking advance cheque or online UPI token.
Requirement & Agreement Draft:
Printed scope template for client signature and sign-off.
TL Spot Approval
Client demanding custom pricing or commercial discount during on-site negotiation? Connect instantly with Team Leader or Sales Manager for spot sign-off.