Claim a sale, call the client, and send the signing link via WhatsApp
Unclaimed
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My Claimed
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Awaiting Signature
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Confirmed Today
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TPC-000000
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Log Call Outcome
Record what happened when you called the client.
Edit Sale
Correct any typos. Changes are logged.
CLIENT — IDENTITY
CLIENT — ADDRESS
CLIENT — PERSONAL & FINANCIAL
PAYMENT PLAN
Pick the underlying plan. Changing this rebuilds the per-month total from the product's defaults — you can still override the amount and term below.
What gets debited each month (or once-off for one-off products).
1 for once-off · 2-5 for normal plans · 360 for recurring CGM.
Heads up: changing the installment amount, term, or product on a sale that has already been confirmed will NOT automatically rebuild the schedule. Use Support > Edit Plan > Regenerate Schedule for that. While the sale is still pending, the schedule is auto-generated at confirmation using whatever values you set here.
BANKING
DEBT REVIEW
NUPAY PROFILE
Mark which company profile the client's debit order will run under. Used by Support to route queries.
NOTES
Create Sale from Google Sheet
Use this when a sale landed in the Pabbly sheet but the Sales Portal CRM write failed. Copy the fields straight from the sheet row. The sale will land in Unclaimed ready for the normal confirmation flow.
SALE META
CLIENT — IDENTITY
CLIENT — ADDRESS
CLIENT — PERSONAL & FINANCIAL
PRODUCT
BANKING
DEBT REVIEW (optional)
NUPAY PROFILE
Mark the company profile the debit will run under.
NOTES
Cancel Sale
This will mark the sale as cancelled. The agent and CEO will be notified.