RE5 ONLINE · SALES OPERATIONS

Sales Command Centre

Management reporting, advisor accountability and safe messaging.

Not connected. Enter your management access token to retrieve data. No live WhatsApps will be sent.

Synced contacts—From authorised Callbell sync

Unassigned contacts—Requires qualification, not all are new leads

Open follow-ups—Manager-created tasks

Registrations awaiting invoice—Integration events only

Callbell funnel overview

These figures reflect currently synced contacts, not verified sales conversions.

Connect to see stage counts.

Priority management actions

Open the Lead Queue to review assignments, create follow-ups, and select contacts for controlled messaging. Complete integration checks before enabling provider writes.

Manual claiming remains in Callbell. Kobus and Lorraine's shared commission arrangements are unaffected by contact reassignment.

Opportunity Queue

Select verified contacts. A contact list is not automatically a list of qualified leads.

0 contacts selected

	Contact	Assigned advisor	Funnel	Source	Messaging restrictions
Connect to load contacts.

Compose a message batch

Only selected, authorised contacts are eligible. No automatic send on draft creation.

Message format

Message or template placeholder

For bulk campaigns outside the 24-hour window, use an approved template. The platform checks live opt-outs, verified consent and the message window at dispatch.

Approval and dispatch

Select recipient contacts in the Lead Queue.

No batch prepared.

Dispatch requires a separately enabled server-side Callbell connection. An unknown send result must be checked in Callbell before any retry.

Message batch history

Batch	Kind	Status	Created

Record next action

Contact UUID (select in lead queue)

Responsible advisor

Due date and time

Action

Outstanding follow-ups

No actions loaded.

Sales reporting: verified foundations

Current app reports contact/funnel counts and tracked follow-ups. Lead-to-registration, invoice-to-payment and cash-conversion reports require the WhatForm/ALLINV integration and verified matching. It will never invent conversion percentages from unmatched records.

Overdue actions—

Message batches pending—

Verified paid conversionsNot linked

Voys missed call follow-upsNot linked

No sales or collection values are inferred from Callbell alone. Commission logic remains in ALLINV.

Integration status

Callbell API	Not checked
Outbound writes	Not checked
Management access	Not checked
WhatForm registration feed	Webhook intake available; sender not connected
ALLINV Google Sheet	Not connected to a verified Google service account
Voys	Connector not configured
Moodle	Phase 2; no live access

For production, deploy this service behind HTTPS, SSO and role-based access. Set API keys in server environment, not here. Do not paste passwords or secret API keys into the chat.

Management audit history

Shows administrative operations, provider syncs, batch drafts and send attempts.

Connect to view the audit trail.