NEW LEADS
2Enquiries to reviewWORKSPACE / OVERVIEW
Overview
Your next actions, connected records and operational picture.NEEDS ATTENTION
WORKSPACE SNAPSHOT
QUOTES AWAITING REPLY
1Follow up the next decisionINCOME RECORDED
RM 4,600.00Recorded income, not forecastNET RECORDED
RM 3,400.00Income less recorded expensesCONNECTED PIPELINE
Recent enquiries
| Record / customer | Status | Value | Next action | Open record |
|---|---|---|---|---|
| Meridian Studio | new | RM 2,400.00 | 2026-11-14 | |
| Awan Services | pending | RM 1,800.00 | 2026-11-15 | |
| Kedai Contoh | new | RM 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.