SRIDIRA CMS — Admin Portal
My Dashboard
My visits — last 14 days
My pipeline
Follow-ups due & overdue
Project Overview
Visitors — last 14 days (first visits vs revisits)
Pipeline by lead status
Customers per executive
Team performance
Follow-ups due & overdue across the project
Dashboard
Visitors — last 14 days (first visits vs revisits)
Visits by project
Lead source distribution
Customers by Sales Executive
Lead status pipeline
Peak visit hours
Sales Executive performance
Recent registrations
Visitors
Incoming Leads
Assigned Leads
Customers
Follow-ups
Everything due today or already overdue on your book
Reminders
Nudges from your Sales Head. Opening a customer marks the reminder read.
Team
Every executive on your project, and what is outstanding on their book
Executives
Select an executive to show their leads below. Customers, Overdue, Due today, Still New, Visits, Bookings and Site visits are the existing Team figures.
Leads needing attention Loading…
Reminders sent
Deleted Records
Everything a Super Admin has removed, with who did it and why. Deleting archives the full record here — it never simply disappears.
Remove a lead by Lead ID
Super Admin only. Look up one Lead ID, review exactly what would change, then choose. Nothing happens until you confirm.
Remove a visit
For a kiosk entry made by mistake — a number entered twice shows up as a revisit that never happened. Enter the Visit ID, or the Customer ID to pick from their visits. Review what would change, then confirm. The customer, their Lead ID and everything else stay.
Deleted Leads
Leads removed with Delete Lead. Nothing was destroyed — every record, visit, call, comment and verification is kept. Only a Super Admin can restore a lead.
Reminder Center
This lead has been awaiting required verification for more than 7 days. Please review and complete the pending verification. The age is counted from the start of the current verification cycle.
WhatsApp Request Center
Requests from the sales team to message customers from the designated company WhatsApp account. Send the message on WhatsApp first, then record it here. Manually recorded — delivery and read status are not tracked.
Follow-up Monitor
Every pending follow-up across the team: who owns it, when it was due and how long it has been waiting.
Open reminders set by Super Admin, Sales Heads and CRM
User Management
Three roles: Super Admin, Sales Head and Sales Executive. Every project has one Sales Head, and every Sales Executive on that project is in their team.
Role permissions
System Settings
Applies to the kiosk, the portal and generated reports
Dropdown lists
One value per line. These drive the dropdowns everywhere in the portal — edit them here and they take effect immediately, with no code change and no redeploy. Existing records keep whatever value they already hold.
Mobile Number Privacy
General
Mobile Access Requests
Lead Connector
Super Admin only. The lead goes to the executive you name - Round Robin is never involved, and nothing is ever merged or deleted here.
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Database
PostgreSQL storage behind every screen in this portal
Tables
Audit Log
Every registration, revisit, assignment, reassignment, status change, verification, reminder, report download and sign-in
Super Admin Audit
Private administrative trail — deletions, source changes, project reassignments and admin follow-ups. Visible to Super Admin only; never shown on any sales timeline.
Lead Data Integrity
Every lead checked against its owner and its ownership record: leads nobody can see, owners who no longer exist, and changes of hands with no trail. This screen reports — it never repairs.
Attendance
Daily attendance for Sales Executives — PRESENT is what makes someone eligible for automatic Round Robin leads.
Round Robin
Attendance-based automatic assignment for new eligible incoming leads. CallVibe follows the GHL owner and Channel Partner keeps its own workflow — neither ever enters this rotation.
Engine
Assignment queue
Kiosk Security
Independent PIN and lock for each project’s kiosk. Setting or resetting one never affects another. PINs are stored only as salted hashes.
Security log
Call Sources
Every advertising number forwards to its own Smartflo DID. The DID a customer landed on is what tells the CMS where the enquiry came from. Editing a mapping changes calls from that moment on — calls already attributed keep their original source.
Source performance
DID mappings
Change history