Team Leaderboard
Performance rankings · Wealth Management
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Recent Activities
📊 SIP Book - Team Performance
View SIP book managed by each team member
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📋 Insurance Book - Team Performance
Track life and health insurance policies managed by your team
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📱 Daily WhatsApp Messages
Send task reminders to your team via WhatsApp
Scheduled Send Times
10:00 AM & 5:00 PM
Monday to Saturday
Current Time
Click "Generate Messages" to create WhatsApp messages for your team
📋 Tasks
Alerts & Achievements
🎖️ Badges & Achievements
All Badges
📊 SIP Schemes Management
⚙️ Admin Panel
Configure achievement badges
📲 Invite Link Ready
Send this link — they click it and set their own password.
📊 Bulk Upload Clients
Upload a CSV file to import multiple clients at once. Download the template below to see the required format.
📁
Click to select CSV file
or drag and drop here
Accepts .csv files only