Calls GET /auth/me against the configured base URL.
Endpoint reference
Every backend route exposed by window.CSC_API
Recent API calls
Time
Mode
Method
Path
Status
ms
⚠ Danger zone
Permanently delete all leads, invoices, products, categories, locations
and their history. Your login accounts and settings are kept. This cannot be undone.
Edit lead
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Sales progress — update as work proceeds
📞 First touch on callNot yet
📏 Site measurementNot yet
📄 Quotation sentNot yet
Lead stageHow hot is this lead?
Calls are numbered chronologically (#1, #2, …). If you set a callback, it appears in the 🔔 notification bell when its time arrives.
Scheduled meetings appear in the 🔔 notification bell when their time arrives, and a 📅 badge shows up on the lead row.
Each conversation is auto-numbered (#1, #2, …). The latest comment appears in bold for quick identification.
Pick one or more files at once — hold Ctrl/Cmd or Shift to multi-select. The "Site measurement" milestone is auto-marked once any file is uploaded.
Pick one or more quote files at once. The "Quotation sent" milestone is auto-marked once any file is uploaded.
🔒
Final Measurement is locked
This section unlocks once the lead is converted (status set to Won). Use the Details tab to transition the lead.
Pick one or more locked-in measurement files. Used for production after the sale closes.
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📋Lead details
Name
—
Mobile
—
Email
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Company
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Address
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Products
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📅Payment plan
📋
No payment plan yet
Click ✎ Edit plan to schedule First, Second, Third payments — pick stage, method, amount, and due date for each.
Received so far
₹ 0of₹ 0
Payments
Date
Method
Received by
Reference
Proof
Amount
💡To record a payment, use the Payment plan above — click ✓ Mark received on the relevant row. Paid amount + remaining balance update automatically.
Payment reminders
Invite user
Add location
New invoice
Connect WhatsApp account
New template
Upload brochure
📍 Send your current location
📡 Acquiring GPS signal…
—, —
±—m
acquiring…
Readings: 0
Comments
Products required
Add firm
Receiving company for cheque / bank transfer payments
✓ Mark stage paid
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Share lead📸 0 photos
Preview — this is what will be shared:
Update call dates
Current Last call—
Current Next call—
💡 Tip: if you set only a new Next date, the Last call automatically gets stamped to today — that's the day you actually made the call. Works whether you're calling on time, early, or late (after the previous Next-call date).
↳ Auto-detected the column mapping below. Change any dropdown to remap. Unknown columns will be ignored.
CSV column header
Sample value
Maps to →
Preview first 5 rows
🏆 Mark lead as Won?
— will move to Won. This will:
🧾 Auto-create a draft invoice in the Invoices section.
🔒 Lock the lead — no further edits without approval.
📊 Update Dashboard KPIs and the Won funnel.
Note for sub-admins: after this, you'll need to request admin approval to change the status again.
🔓 Request to change status
Lead: — · current status: Won
⚠️ Danger — moving a Won lead
⚠ This lead is already Won.
You are about to move — from Won → —.
What changes when you proceed:
🔓 The lead becomes unlocked — sub-admins can edit it again.
🧾 The auto-created invoice stays — it is not automatically voided. Open the Invoices page if you need to mark it Void.
📊 Dashboard KPIs (Conversion, Won) and the Won funnel will recalculate.
📝 A transition entry is logged in the lead's history so the change is auditable.
This action is logged. Only proceed if the customer genuinely backed out or the win was recorded by mistake. Admin can do this without approval, but it should be a deliberate call.