Welcome back, Trader!
Leads by Platform
Pipeline Overview
Recent Leads
| Name | Phone | Platform | Campaign | City | Status | Created | Actions |
|---|
All Leads
Manage and track all incoming leads
Leads
| Full Name | Phone | Platform | Campaign | City | Status | Created | Actions |
|---|
New Leads
Fresh leads not yet contacted
Contacted
Leads that have been called
Meeting Scheduled
Confirmed meetings
Deal Closed
Successfully converted
Remaining
Not responded yet
Import Leads
Excel (.xlsx) or CSV — drag & drop
1
Upload File
2
Map Columns
3
Preview
4
Done
File yahan drop karein
Excel (.xlsx/.xls) ya CSV — Facebook Ads, Google Ads export
directly supported
Choose File
Tip: Sirf 5 columns chahiye —
campaign_name, platform,
full_name ✱, phone ✱,
city
Column Mapping
0 columns found
Exact match hone pe
automatically select hota hai. Baaki manually match karein.
| CRM Field | Required | Your Column | Preview |
|---|
Import Preview
0 New
0 Duplicates
0 Skipped
| Status | Full Name | Phone | Platform | Campaign | City |
|---|
Import Complete!
Google Sheets Sync
Real-time — sheet mein row daalo, CRM mein auto aata hai
Connect Google Sheet
Sheet URL
Tab Name
Web App URL
3-Step: Apps Script tab → code copy → Sheet
mein paste → Deploy (Anyone access) → URL yahan paste →
Connect
Active Clients
Enrolled students & active clients
Payments
Course fees, dues, payments & billing
Date Range Filter
Payment Records
| Client | Service | Start | Total | Paid | Due | Due Date | Progress |
|---|
Reports & Analytics
Leads by Platform
Pipeline
Services
Revenue by
Service
Settings
Notification & Reminder Settings
Office Email
*
EmailJS Service ID
EmailJS Template ID
EmailJS Public Key
FCM VAPID Key
Data Management
Data stored in Firebase Firestore — real-time sync across all
devices.
About
Stockdaddy Trading CRM v4.0
Role-based access control (Admin + Caller)
WhatsApp template messaging
Meeting reminders — Browser popup + Email
Firebase Firestore real-time sync
2025 Stockdaddy Lucknow — India's Premium Trading Institute
Role-based access control (Admin + Caller)
WhatsApp template messaging
Meeting reminders — Browser popup + Email
Firebase Firestore real-time sync
2025 Stockdaddy Lucknow — India's Premium Trading Institute