Help Centre
Everything here is also available as hover tips on each page. Press ? on any page for help about that page.
Quick facts. Sessions last 12 hours. Five wrong passwords lock an account for 15 minutes. Reset links work once and expire after 2 hours. CSV imports read up to 2,000 rows and skip duplicates by default.
Nothing matched. Try a shorter word, or open the Fix it tab with the ? button.
Pages
- Sign in
- Leads
- Lead form
- Follow-ups
- Visit calendar
- Leads inbox
- To do list
- Quick capture
- AI assist
- Listings
- Marketplace listings
- Properties
- Projects
- Bookings
- Settings
- Sync health
Something is wrong: symptom to fix
| What you see | Why | What to do |
|---|---|---|
| I cannot sign in and the password is right | Five wrong passwords in a row lock the account for 15 minutes. | Wait 15 minutes and try once. If you still cannot get in, use Forgot password or ask an admin to reset it. |
| I was signed out in the middle of work | A sign-in lasts 12 hours. | Sign in again. Unsaved typing on a page may be lost, so save before long breaks. |
| The password reset link says it is invalid | Reset links work once and expire after 2 hours. | Request a new link from the Forgot password form and use only the newest e-mail. |
| My CSV import skipped rows | Duplicates are skipped by default, rows with errors are skipped, and a file reads at most 2,000 rows. | Run Check file first and read the duplicate and error counts. Split bigger files. If an import was interrupted, run Check file again: rows already saved show as duplicates. |
| I published a listing but it is not live | Listings are pushed to the website and marketplace in the background. A failed push is retried a limited number of times (up to 6 for platform events) with longer waits each time, then marked Failed. | Open Listings, then Sync queue, and read the status and last error. Also check Sync health. If a push is Failed, tell an admin with the last error text. |
| A lead cannot be deleted | Only sales heads and admins can delete, and a lead with a booking is protected. | Ask a sales head or admin. If the lead has a booking, it must stay. |
| Nothing on a page responds or a button is missing | Some buttons depend on your department and role. A stale cached copy of the page can also cause this. | Reload the page. If a button is still missing, ask an admin whether your role allows it. Open the ? panel, choose Diagnostics, copy the report and send it. |
| The page says I am offline | Your device lost its internet connection. | Reconnect and reload. Anything not yet saved needs to be entered again. |
Sign in
Sign in with the username and password your admin gave you. Sessions last 12 hours, then you sign in again.
| Username | The username your admin created for you, not your e-mail address. |
| Password | Five wrong passwords in a row lock the account for 15 minutes. Waiting is the only way past the lock unless an admin resets it. |
| Sign in | Signs you in for 12 hours. After that you will be asked to sign in again. |
| Forgot password | Sends a reset link to the account's e-mail. The link works for 2 hours and only once. |
| Username or e-mail | Enter either one. For privacy the page gives the same reply whether or not the account exists. |
| Request access | Asks an admin for an account. You can sign in only after an admin approves the request. |
| Desired username | A username that is already taken, or already has a pending request, will be refused. |
| Submit request | Sends your details to the admins for review. Nothing is created until they approve. |
Leads
Every client and enquiry in one list. Search, filter by stage or type, open a lead to edit it, or import many at once from a CSV file.
| Import CSV | Reads up to 2,000 rows per file. You get a check step first (nothing saved), then the import. Duplicates are skipped by default. |
| Search | Type a name, mobile or area. You can also combine words such as hot, hni, villa or tier:uhni to narrow the list. |
| Stage filter | Shows only leads in the chosen pipeline stage. |
| Type filter | Shows only leads of the chosen type. |
| Budget filter | Enter an amount in lakh to see leads who can afford that much. |
| Flagged only | Shows leads someone has flagged for admin review. |
Lead form
Create or edit one lead. Name and mobile identify the lead; the rest helps the team follow up well. Save, then schedule the next follow-up so the lead is never forgotten.
| Name | The client's name as you want the team to see it. |
| Mobile | Used to find duplicates and to call or message the client. |
| Leave blank if it is the same number as the mobile. | |
| Send Survey | Shares the client survey link with this lead over WhatsApp. |
| Send feedback form | Shares the feedback form link with this client. |
| Lead source | Where the lead came from. Pick from the list so reports can group leads correctly. |
| Buying timeline | How soon the client expects to buy. |
| Budget (min) | In lakh. Used by the budget filter on the Leads page. |
| Budget (max) | In lakh. |
| Preferred project | Start typing and pick a project from the suggestions. |
| Assigned executive | The team member responsible for this lead. |
| Last contact note | One line on the latest conversation, for example the outcome of a call. |
| Mark as interested | Records that this client is interested in the chosen project and unit. |
| Pipeline stage | Move the lead forward as the deal progresses. |
| Schedule follow-up | Creates a follow-up for this lead with the type, date and note above it. |
| Save | Saves the lead and stays on this page. |
| Save and add another | Saves, then opens a blank form for the next lead. |
| Save and open client | Saves, then opens the client's full record. |
| Flag for admin review | Asks an admin to look at this lead. You can add a short reason. |
| Delete lead | Only sales heads and admins see this. It also deletes the lead's follow-ups, site visits and interests, and cannot be undone. A lead that has a booking cannot be deleted. |
Follow-ups
Everything the team has promised to do next. Use the Overdue, Today, Upcoming and Completed shortcuts in the menu, or the view buttons to switch between calendar, agenda, cards and list.
| Morning summary | Opens the morning summary of today's follow-ups. |
| Schedule follow-up | Opens the form to add a follow-up for any client. |
| Find client | Search by name or mobile, then pick the client from the list. |
| Type | Call, WhatsApp, visit and so on. Call and WhatsApp open your own phone app or chat. |
| Due date | When the follow-up should happen. |
| Note | Anything the next person should know before they make contact. |
| Schedule | Saves the follow-up and adds it to the list. |
| Show all | Removes the Overdue, Today, Upcoming or Completed shortcut filter. |
Visit calendar
Site visits by month, week or day. Schedule a visit, then move around with the arrows or jump back with Today.
| Schedule visit | Adds a site visit to the calendar. |
| Previous | Goes back one month, week or day, depending on the view. |
| Today | Jumps back to the current date. |
| Next | Goes forward one month, week or day, depending on the view. |
Leads inbox
Everything that arrived from outside: buyer enquiries, property listings and survey answers from the marketplace, website and survey links. Work through Needs action first.
| Refresh | Reloads the inbox with the current filters. |
| Type | Buyer enquiries, property listings or surveys. |
| Source | Marketplace, website or survey. |
| Status | Needs action, Failed, Stuck, Awaiting approval, Identity check, Unassigned, Waiting for review or Handled. Start with Needs action. |
| Listed by | For property listings: listed by a partner, an owner or the seller form. |
| Assigned | Show only your items, or only the ones nobody has taken yet. |
| Dismissed | Dismissed items are hidden by default. Choose Only dismissed to see them again. |
| Period | How far back to look. The default is the last 30 days. |
| Search | Search by name, mobile, property or client ID. |
To do list
Personal and team tasks. Type a task in the quick box and press Enter, or open More options to attach a client, date and priority.
| Quick add | Type a task and press Enter. Press N anywhere on the page to jump here. |
| Add | Adds the quick task. |
| More options | Opens the full form with client, due date, time, priority and notes. |
| Task | What needs to be done, for example calling a client to confirm a site visit. |
| Due date | Optional. Tasks without a date appear under No date. |
| Priority | Helps the list show urgent tasks first. |
| Add task | Saves the task from the full form. |
| Search | Searches tasks, clients and notes. Press / to jump here. |
| High priority only | Hides everything except high-priority tasks. |
Quick capture
Paste a WhatsApp chat, call notes, e-mail or any raw enquiry. The system drafts the record for you to confirm. Nothing is created until you review the draft.
| Paste area | Paste or type the raw information. A 10-digit mobile number in the text is looked up straight away so you can see if the client already exists. |
| Paste | Pastes from your clipboard into the box. |
| Clear | Empties the box. |
| Extract and create draft | Drafts a record from the text for you to review. It uses AI when a key is set, and a simpler built-in reader otherwise. |
| Create manually | Skips the extraction and opens a blank form. |
| Paste the AI's reply | If you ran the prompt in your own AI tool, paste its full reply here. |
| Save and continue | Reads the pasted reply and moves on to the review screen. |
AI assist
For a file you were sent, such as a certificate or brochure. Describe it, run the sweep, and review what the AI proposes before anything is saved.
| File | Choose the file you received. |
| Describe the file | Say what the file is and who sent it. This helps the AI file it against the right record. |
| Run AI sweep | Sends the file and your note to the AI and shows what it found. |
| Clear | Resets the page. |
| Copy AI prompt | Copies a ready prompt so you can run it in ChatGPT, Claude or Gemini yourself. |
| Paste the AI's reply | Paste the full reply from your own AI tool here. |
| Save and review | Reads the pasted reply and opens the review step. |
Listings
Public property listings authored in the CRM. Only Published listings go live on the website and marketplace. Use Sync queue to see whether each push succeeded.
| Search | Search by title, locality or listing code. |
| Status | Draft, In Review, Approved and so on. Archived listings are hidden unless chosen. |
| Category | Plot, apartment, villa, farmhouse and so on. |
| Sync queue | Shows each push to the website or marketplace with its status, attempts and last error. Failed pushes are retried automatically a limited number of times. |
Marketplace listings
Properties submitted on the marketplace, with who listed them. Open a row to edit it and send the change back to the marketplace.
| Fill in missing listed by | Back-fills the Listed by column for rows received before it was recorded. |
| Search | Search by ID, address, company, contact or account. |
| Source filter | Partner, owner or seller form. |
| Save and send to marketplace | Saves your edits and sends them to the marketplace. |
Properties
Property inventory being sourced or sold. Tick rows to change the listing status of many at once.
| Import CSV | Bulk-add properties from a spreadsheet. |
| Search | Search by address, contact or notes. |
| Status filter | Sourcing, In Negotiation and so on. |
| Listing status filter | Fresh, Resale, Under Negotiation and so on. |
| Select all shown | Ticks every row currently visible. |
| Bulk listing status | The listing status that Apply will set on every ticked row. |
| Apply | Applies the chosen listing status to all ticked rows. |
| Clear selection | Unticks everything without changing any property. |
Projects
Builder and partner projects you sell. Fill in the basics first, then price range, units and amenities.
| Import CSV | Bulk-add projects from a spreadsheet. |
| New project | Opens the project form. |
| Project name | The name clients will hear and search for. |
| Partner | The builder or partner who owns the project. Leave empty for a standalone project. |
| RERA number | The registration number, used in search. |
| Google Maps link | Paste the share link from Google Maps. |
| Minimum price | Lowest starting price for the project. |
| Save project | Saves the project. |
| Search | Search project, partner, area, RERA or tag. Press / to jump here. |
Bookings
Confirmed deals, with value, commission expected and commission received.
| New booking | Opens the booking form. |
| Client ID | The client's ID, for example CLI0002. |
| Project | Pick the project first; the unit list then fills in. |
| Deal value | The total value of the deal. |
| Save booking | Saves the booking. A lead that has a booking cannot be deleted. |
Settings
Admin and HR settings: dropdown options, team members, departments, payment methods and housekeeping.
| Add option | Adds the new option to the chosen dropdown category. |
| Add team member | Creates the account. Share the starting password with the person privately. |
| Department | Decides which menu groups the person sees. |
| Add department | Adds a new department. |
| Add payment method | Saves a bank, UPI or cash method for use on payments. |
| Check for orphaned documents | Only checks and reports. Nothing is removed until you press Remove. |
| Remove orphaned rows | Removes the document rows the check reported. |
Sync health
Whether the CRM, website and marketplace are passing information to each other. Look here first when something you published has not appeared.
| Period | How many days of events to show. |
| Refresh | Reloads the numbers. |
Yash Terra CRM 2.1.0