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WORKSPACE / OVERVIEW

Overview

Your next actions, connected records and operational picture.

NEW LEADS

2Enquiries to review

QUOTES AWAITING REPLY

1Follow up the next decision

INCOME RECORDED

RM 4,600.00Recorded income, not forecast

NET RECORDED

RM 3,400.00Income less recorded expenses

Recent enquiries

Record / customerStatusValueNext actionOpen record
Meridian StudionewRM 2,400.00 2026-11-14
Awan ServicespendingRM 1,800.00 2026-11-15
Kedai ContohnewRM 3,200.00 2026-11-16

Activity & next steps

Open a lead → create a linked quotation.

Accept a quotation → create the job.

Record payment → Finance updates.

Explore the workflow. Reset to start again.

Add record