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Daily Activity Report (DAR) has been developed in place of DCMS (Daily
Contact Management System). The key feature of DAR is that it is user
friendly and self explanatory. DAR can be accesses by any of the following
sources:
• www.wealthmaker.in or
• Remote Desktop -> Talisma CRM -> Dashboard -> DAR
Type your
Business
code
Type your
Wealthmake
r password
DAR view will depend on your role i.e. Branch Manager or FPE.
Steps to follow:
ABC
Add tem
members
present
After punching the Team Member’s Present and then click on Submit.
2. Click on Team Member Activities to enter the Lead numbers of the
day.
3. Click on Lead Status Update for Lead Updation and to create Lead.
Steps to follow:
Click on
Proceed
3. Home Page:
Click
here to
add new
client
5. Click on Lead Status Update for Lead Updation and to create Lead
Note: FPE need to update the number of Leads manually and click on the submit button.