BiGiView 360 | Advanced Cloud CRM

Operations Dashboard

Total Processed

0

Active Projects

0

Pending Follow-ups

0

Overall Lead Status

My Direct Action Items

Log Detailed Interaction

Business Name

Address / Area

Contact Person

Phone Number

Call Direction

Outbound (We called) Inbound (They called)

Lead Source

Date & Time of Call

Initial Call Status

Discussed Service (Optional)

Next Action Date & Time (Follow-up)

Detailed Conversation Notes

Lead Directory

Profile & Area	Direction & Source	Status & Timing	Dates Added & Updated	Actions

My Clients (Interested Profiles)

Client Profile	Contact	Active Projects	Actions

Client Profile

Contact Info

+ Start New Project

Expiry / Renewal Date (If applicable)

Ongoing & Past Projects

Project Execution Pipeline

Completed Projects

Team Task Manager

Create a Task

Task Description

Task Type

Due Date

Assign To (For Common Tasks)

Active Tasks

Completed

Admin Configuration

Total Processed

Active Projects

Pending Follow-ups

Overall Lead Status

My Direct Action Items

Contact Info

+ Start New Project

Ongoing & Past Projects

Completed Projects

Create a Task

Active Tasks

Completed

Staff Management

Add New Member

Service Workflows

Create Pipeline

BiGiView CRM

Edit Client Information

History Log

Update Project Progress

Log Call / Follow-up

Total Processed

Active Projects

Pending Follow-ups

Overall Lead Status

My Direct Action Items

Contact Info

+ Start New Project

Ongoing & Past Projects

Completed Projects

Create a Task

Active Tasks

Completed

Staff Management

Add New Member

Service Workflows

Create Pipeline