Elvion CRM

Office overview

Sales dashboard

My targets

Current period

Previous target periods

Messages for me

Private

Callbacks to handle

Pakistan time

Closer performance

Office-only access remains off until the permanent office IP addresses are confirmed. CEO access stays available from anywhere.

System health

CEO-only operational status. Office IP addresses are never displayed.

Active sessions

Review and sign out browser sessions connected to your account.

Customer orders

Sales records

Sales

Filter by sale status

Search Agent From To

Team management

Agent progress

From shift date To shift date

Date-wise agent results

Set agent targets

Targets count submitted sales during the current day, week, or month.

Agent

PeriodSales target

Message an agent

The selected agent will see this private note on their dashboard.

AgentTitleMessage

Target history

Targets are preserved by agent and target period, including achieved sales.

Active agent messages

Customer order

Submit a new sale

Submit a sale

New sales begin with Submitted status.

No saved draft

Never enter a card number, CVV, expiry date, PIN, bank password, or other payment credentials.

Customer

Shift date (automatic) Assign to active agent Account holder name Contact name Phone number Email Customer user ID Shipping address Billing address Billing address is the same as shipping

Order and offer

Order number Number of lines Order nature Order processing Line action Closer name Current bill ($) Discounted bill ($) Committed device Offered device

Notes

Remarks

You can review it immediately after submission.

Performance

Reports

Review sales performance for a selected period.

From shift date To shift date

Status breakdown

Daily activity

Agent performance

Closer performance

CEO export audit

Every downloaded sales file is recorded here.

Team access

Staff accounts

CEOs can reset a password and enable or disable each account separately.

For a newly prepared agent: select Reset password first, create the agent's private password, then select Reactivate.

Create staff account

Agent IDs are reserved from 2001 through 2030. Limits: 30 agents, 5 supervisors, and 3 CEOs.

User ID Display name Role Temporary password Repeat password

Reset staff password

New password Repeat new password

CEO controls

Sale trash

Recoverable deleted sales

Restore a sale to return it to normal CRM records.

Welcome to the ELVION workspace.

Sign in

Sales dashboard

Sales dashboard

My targets

Messages for me

Callbacks to handle

Closer performance

System health

Active sessions

Sales records

Sales

Agent progress

Date-wise agent results

Set agent targets

Message an agent

Target history

Active agent messages

Submit a new sale

Submit a sale

Reports

Reports

Status breakdown

Daily activity

Agent performance

Closer performance

CEO export audit

Staff accounts

Staff accounts

Create staff account

Reset staff password

Sale trash

Recoverable deleted sales

Confirm action