Daily site visit entry and team scoreboard
For each meeting conducted on this date, type the Sell.do Lead ID, pick the project, choose Site Visit or Virtual, pick the Sales Manager who attended, then press Add. The count updates by itself. Each Lead ID is checked against the Sell.do export: green conducted in Sell.do, amber different date or online meeting, red not found in Sell.do.
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Type each telecaller's site visits under the date. Each box saves when you leave it. A blank box means nothing has been entered for that day. Lead IDs for a day can be added in the Daily entry tab.
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One workbook with every detail for the month: SV Master (one row per visit, with Sell.do customer, visit type, presales user, lead owner and every other Sell.do column joined by Lead ID), Daily Grid, Telecallers, TLs, Bookings, Sales Managers, Projects, Sell.do Raw, Sell.do SVs not logged in the tracker, and Roster. Upload the latest Sell.do export below first so the Sell.do columns are complete. Customer phone numbers and e-mails are never stored or exported.
Pick what to download, the dates, any filters, and tick only the fields you need. Your choices are remembered on this computer.
Carry-in is each TL's site visit count already achieved before daily entry started. Dates up to and including the carry-in date are not counted again.
Edit a name, TL, manager or target and it saves straight away. Remove deletes someone added by mistake (only possible before they have any site visits or bookings). TL change: pick the new TL. The move starts today, and you can change the date shown next to it. SVs before that date stay with the old TL, and the month target is split between the two TLs by the calendar. Set Status to Left company for anyone who has left. Their target is removed and their site visits no longer count for their TL, Angel or Priyanka. Their SVs still count in the October total only. They drop off the entry sheet, eggs, Danger Zone and rankings, and you can switch them back to Working at any time.
Click a photo to replace it. Use a head-and-shoulders picture; it is centre-cropped to a square. People without a photo show their initials.
Telecaller photos show on the Focus list, Telecaller Arena, rankings strip and +1 cards on the TV.
In Sell.do, export Site Visits for the dates you want to check (the same export as the "Raw" sheet, with Lead's Id, Project, Conducted On, Site visit Type and Presales User). Upload it here. Every Lead ID the telecallers logged is then marked as conducted or not, and the scoreboard shows verified counts. Uploading a date again replaces that date.
Every sign-in and every change made in this admin panel, with who made it and when. The TV dashboard can't change anything.
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Anyone with an @assettreehomes.com email can sign in with a code sent to their inbox. Each sign-in lasts 7 days. Sign out any device you don't recognise.
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If the dev@assettreehomes.com password is changed in hPanel, enter the new one here. A test email is sent to you before it's saved.