Overall Collection Progress0%
Status Breakdown
| Status | Investors | Amount (₹ Cr) | Share |
|---|
Top Commitments
| Investor | Committed | Received | Progress |
|---|
Referrer Network — Who Brought In Whom
| Referrer / Introducer | Investors Referred | Total Committed (₹ Cr) | Received (₹ Cr) | Pending (₹ Cr) |
|---|
Investor Commitment Register
Collections
Custom range:
Follow-Up Activity Log
Master Investor Sheet
Every investor & lead in one place — add, tag, move anywhere
All Investors
| Investor | Phone | In Projects (commitment each) | Total Committed | Total Received | Pending | Labels | RM | Actions |
|---|
Lead Sheet
Pool of leads — add here, then transfer into any project
Leads
| Lead / Investor | Phone | Commitment | Status | RM | Added By | Actions |
|---|
RM-Wise Lead Allocation
Leads & commitments assigned to each Relationship Manager
| RM | Leads | Committed (₹ Cr) | Received (₹ Cr) | Pending (₹ Cr) | Received |
|---|
Activity Log
Who added, edited, moved or deleted investors — and when
| When | Team Member | Action | Investor | Project | Detail |
|---|
Team Members
People with access to this workspace
Trash
Deleted investors — restore them or remove forever
| Investor | Project | Commitment | Deleted | By | Actions |
|---|
Referrer / Introducer Directory
| Referrer / Introducer | Investors Referred | Total Committed | Received | Pending | Investors List |
|---|