Track how many leads have been followed up and call activity
Custom Date Range
Activity Today
Based on last_follow_up_at field
Date-wise Lead Breakdown
Leads grouped by follow-up date from last_follow_up_at
0 dates
No date-wise follow-up activity yet.
Not Touched Yet (stage = Not Touch)
0
All leads have been followed up!
Lead Activity Log
Daily activity on leads across remarks and all other updates
Quick:
Total Actions
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Unique Leads
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Follow-ups
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Stage Changes
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Status Changes
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Payments
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Active Days
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Actors
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Actor Leaderboard
No data.
Daily Activity (selected period)
Activity Log
Date / Time
Lead
Contact
Owner
Actor
Event
Details / Note
Stage
Select a date range and click Apply.
User Management
Create and manage dashboard users
Create User
Users
Name
Email
Role
Status
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Project Webhooks
Manage workflow webhooks and send lead batches by custom date and time range
Projects
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Active Projects
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Eligible Leads
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Active Workflows
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Assign a project from the lead detail drawer, keep the project ON, then choose a workflow and a lead date/time range to send that batch to Pabbly. Use Till now when you want the end time to be the current moment.
Loading project automations...
Parwarish CRM
Sales Workspace
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New Project
Configure the project name and workflow-specific webhook order.
Workflows
The system rotates in this order and skips disabled workflows automatically.
User Analytics
Detailed performance view
Total Leads
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Not Touch
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Following Up
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Enrolled (SS+NLCP)
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Qualified
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Open Follow-ups
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Lead Breakdown
Filtered:
Lead Cards
Loading leads…
User Analytics
User Analytics
Click a row to view that user's leads in detail
User
Total Leads
Qualified
Open Follow-ups
Today's Callbacks
Enrolled
Qualification Rate
Enrollment Rate
Action
Loading…
Action Completed
Import CSV - Column Mapping
Match your CSV columns to the ERP fields.
CSV Column
Sample Data
Map to ERP Field
Preview (First 3 rows)
Delete Leads by Tag
Select a tag to delete all matching leads. This cannot be undone.
0 leads will be deleted
Merge Duplicate Leads
Scan duplicates by phone/email and merge manually.
Select a duplicate group on the left.
Group
Duplicate Leads
Choose the lead to keep
Keep
ID
Name
Email
Phone
Owner
Stage
Status
Qualified
Payment
Updated
Merged Values
Edit values or click a chip to pick from a lead
Leads
0 leads
Current report selection
No leads found.
Zoom Meeting — Tag Leads
Auto-fetches participants and tags leads as attendee / non-attendee
Copy from Zoom → Reports → Usage → click meeting title → the ID in the URL