PlanetPlayer CRM

Owner: {{lookup.result.ownerName}}

Prospect važi do: {{lookup.result.prospectExpiresAt}}

Moj dan

Radi redom: prvo zakasneli follow-up, pa danasnji.

Poziva danas

Konverzije

Zakasneli

Danas

Novi

DNC

Zakasneli {{myday.overdue.length}}

DNC/ACC su isključeni

Lead	Telefon	Rok	Akcija
Nema zakasnelih
{{p.name \|\| ('#'+p.id)}} {{p.country}} • {{p.email}}	{{maskPhone(p.phone_formatted)}}	{{p.nextFollowUpAt}}

Danas {{myday.today.length}}

Follow-up za danas

Lead	Telefon	Rok	Akcija
Nema follow-up za danas
{{p.name \|\| ('#'+p.id)}} {{p.country}} • {{p.email}}	{{maskPhone(p.phone_formatted)}}	{{p.nextFollowUpAt}}

Naredno {{myday.upcoming.length}}

Lead	Telefon	Rok	Akcija
Nema narednih follow-up
{{p.name \|\| ('#'+p.id)}} {{p.country}} • {{p.email}}	{{maskPhone(p.phone_formatted)}}	{{p.nextFollowUpAt}}

Fokus

Lead #{{work.item.id}}

Automatski biramo prvog zakasnelog.

{{work.item.country}} • {{maskPhone(work.item.phone_formatted)}} • {{work.item.email}}

Brzi filteri

Moji leadovi

Podrazumevano: status new, bez DNC i bez naloga.

Lead	Država	Telefon	Status	Sledeći follow-up	Akcija
Nema rezultata
{{p.name \|\| ('#'+p.id)}} {{p.email}} • {{p.username}}	{{p.country}}	{{maskPhone(p.phone_formatted)}}	{{p.status}}	{{p.nextFollowUpAt \|\| '-'}}

Prikaz {{leads.offset+1}}–{{leads.offset + leads.items.length}} (limit {{leads.limit}})

Segmenti

DNC i konvertovani leadovi su ovde (ne u “Moji leadovi”).

Lead	Telefon	Status	DNC	Nalog	Sledeći follow-up	Akcija
Nema rezultata
{{p.name \|\| ('#'+p.id)}} {{p.email}} • {{p.username}}	{{maskPhone(p.phone_formatted)}}	{{p.status \|\| '-'}}	DNC—	ACC—	{{p.nextFollowUpAt \|\| '-'}}

Prikaz {{segments.offset+1}}–{{segments.offset + segments.items.length}} (limit {{segments.limit}})

Nalozi

Kupci kreirani iz kvalifikovanih leadova.

Ime	Email	Telefon	Država	Status	Tip	Akcija
Nema naloga
{{a.name}}	{{a.email}}	{{a.phone}}	{{a.country}}	{{a.status}}	{{a.accountType \|\| 'owned'}}

Prikaz {{accounts.offset+1}}–{{accounts.offset + accounts.items.length}}

{{accountView.account.name}} {{accountView.account.status}} HOUSE

Telefon

Država

Tip računa

Iznos

Valuta

Datum	Usluga	Iznos	Status	Poslao	Link
Nema računa.
{{i.sentAt}}	{{i.label}}	{{i.amount}} {{i.currency}}	{{i.status}}	{{i.sentByName \|\| ('#'+i.userId)}}	Open—

Moji poslati računi

Datum	Klijent	Telefon	Usluga	Iznos	Status
Nema poslatih računa.
{{i.sentAt}}	{{i.accountName}}	{{i.accountPhone}}	{{i.label}}	{{i.amount}} {{i.currency}}	{{i.status}}

Admin

Agenti + dodela leadova + analytics + kreiranje korisnika.

Agenti

Izaberite agenta za auto-dodelu ili premeštanje.

Ubaceno: {{admin.autoAssignResult.inserted}}, Agenti: {{admin.autoAssignResult.activeAgents}}

Premesti lead

Lead ID

Agent

Napomena

Analytics

Po datumu: učinak zaposlenih

Aktivnosti: {{adminAnalytics.totals.activitiesTotal||0}} Pozivi: {{adminAnalytics.totals.calls||0}} FU set: {{adminAnalytics.totals.followUpSet||0}} FU done: {{adminAnalytics.totals.followUpDone||0}} Konverzije: {{adminAnalytics.totals.converted||0}} Unique leads: {{adminAnalytics.totals.uniqueLeadsTouched||0}}

Zaposleni	Aktivnosti	Pozivi	FU set	FU done	Konv	Unique	Detalji
Nema podataka u ovom periodu.
{{u.userName}} @{{u.username}} • {{u.isActive==1 ? 'active':'inactive'}}	{{u.activitiesTotal}}	{{u.calls}}	{{u.followUpSet}}	{{u.followUpDone}}	{{u.converted}}	{{u.uniqueLeadsTouched}}

Učitano: {{adminAnalytics.daily.length}} dana

Dan	Aktivnosti	Pozivi	FU set	FU done	Konv	Unique
{{d.day}}	{{d.activitiesTotal}}	{{d.calls}}	{{d.followUpSet}}	{{d.followUpDone}}	{{d.converted}}	{{d.uniqueLeadsTouched}}
Nema daily podataka.

Napomena

• “Analytics” koristi aktivnosti iz crm_leadActivities (poziv, note, follow-up set/done, status change, converted...).
• Klik na zaposlenog otvara daily + raw activity feed.

Vreme	Tip	Lead	Opis
{{x.createdAt}}	{{x.type}}	#{{x.leadId}} {{x.leadName}}	{{x.description}}
Nema feed-a.