My list ★ = winters bought: 7★ every year since 2021 … 1★ once

Pick a customer from the list.

Call-backs due

Customers who asked to be called again. Today's and overdue first.

Each list is a campaign. Upload a sheet, choose how it is split, and the rows land in advisors' queues.

List Rule Advisors included

Also re-spread rows already assigned but not yet called

Later changes: open any customer (or tick rows in Advisor view) and use Move to…

Login is name (or mobile) + 4-digit PIN. The PIN is generated here; send it to the advisor on WhatsApp.

Supervisors can add advisors; only admin can add supervisors or admins.