Quick Actions
My Pending Tasks (8)
Rajesh Kumar
#CUST-2024-001
Mobile:
9876543210
Visit Date:
2024-01-15
System Size:
5 kW
Documents Required:
Aadhar Card
✓
Pan Card
✓
Property Tax Receipt
Pending
Bank Statement
Pending
Sunita Sharma
#CUST-2024-002
Mobile:
9876543211
Visit Date:
2024-01-14
System Size:
3 kW
Documents (4/4 completed)
✓ All documents uploaded
Mohan Singh
#CUST-2024-003
Mobile:
9876543212
Follow-up:
Tomorrow
⚠️ Site visit rescheduled to tomorrow 10 AM
Current Workflow Status
1
Sales
● Active
2
Finance
Pending
3
Execution
Pending