Super Admin (Johnson)
General Manager (Ben)
Operation Manager (Bella)
Agency
HCK Channel
Revoll Realty
MYU Realty
Strategy Winner
Nexsgen Realty
ProShare
Hartaway
CK Leads
One WSM
MU Group
AJ Biz
Northern Lights Consultancy
Hub Manager (Ruby Lim)
Hub Manager (JH WONG)
Agency Leads
Marketing Manager (Noughtlabs)
Fintos Marketing
Lucas-T
i Money
My AzaZahra
JJ Marketing
Invinity Credit
Mobile Referral
Win
LOK KY
NG KOK TENG
UK WONG
MR LEONG
NON-SALES TEAM
PERSONAL LEADS (FINTOS STAFF)
Purchased Leads
ABMB
RHB
Company Leads
TM Manager (Sam)
TM (Syfinaz)
TM (Fen)
TM (Siti)
TM (Laily)
General Manager (Ben)
Hub Manager (Ruby)
Sales Manager (Mena)
SSA
Veanne
SSA
Duncan
Sales Manager (CT Chong)
Mobile SSA
Ne Chin Liang
Mobile SSA
Lam Kiun Vui
Mobile SSA
Heng Chun Sheng
Mobile SSA
Low Weng Wai
Mobile SSA
Lee Kok Wan
Hub Manager (JH Wong)
Sales Manager (Jason)
SSA
Calvin
SSA
Brain
SSA
Verncent
SSA
Amirul
SSA
Mohd Ashraf
Mobile SSA
Michael (MBSB)
Mobile SSA
Bb (CIMB)
Mobile SSA
Phoebe (RHB)
Mobile SSA
Jem (SCB)
SALES TEAM
Lead Type
Agency Leads
Green
Yellow
Red
Assign by Hub Manager
Company Leads
Green
Yellow
Red
Assign by TM Manager
Personal Leads
NON-SALES TEAM
Pending Assign
Assign by TM Manager
SALES TEAM
Auto Self Assign
Submit to Advisory
Manual Self Assign
Agency User Role
V2.VPS.IM2U
Corporate User ID
Create Profile
STATUS
SHOW
As per lead sub status
HIDE
Status as "Return Prospects"
Submit to Advisory
User ID (Role and Access)
Johnson
N/A
Super Admin
Level 10
Ben, Bella
N/A
Admin
Level 9
JH Wong, Ruby Lim
Hub Manager
Admin
Level 8
Sam
TM Manager
Sales Manager
Level 7
Mena, Jason, CT Chong
Sales Manager
N/A
Level 5
Sales Team
SSA
N/A
Level 4
Mobile SSA
SSA
N/A
Level 3
Tele-Marketer
TM
N/A
Level 2
Agency
Agent
N/A
Level 1
Assign Flow
V2.VPS.IM2U
Corporate User
Agency User
Submit to Advisor
Hub manager
Sales Manager
SSA
Operation Manager
SSE
V2.SAS.IM2U
Personal Lead
Auto Self Assign
Submit to Advisory
Manual Self Assign
SAS.IM2U User
Agent
Marketing User
Profile created through leads flow
TM Manger
TM
Sales Manager
SSA
Operation Manager
SSE
Lead Table (V2.SAS.IM2U)
Massage Box
Name / ID
Contact
Sub Status
Created By
Agent/Agency/SAS.Im2u User
Channel / Platform
TM
SSA
Created Date / TAT
Customer Table (V2.SAS.IM2U)
Massage Box
Name / ID
Segment
Case
Sub Status
Created By
Agent/Agency/SAS.Im2u User
Channel / Platform
NI / Commit (DSR)
Sort by NI
TM
SSA
SSE
Created Date / TAT
Sort by Color
Blank
Within TAT
Red
Beyond TAT
Green
Stop TAT
Lead Table (V2.VPS.IM2U)
Massage Box
Name / ID
Contact
Sub Status
Manual Setting (Show / Hide)
SHOW
MU GROUP
CK Leads
HIDE
HCK AGENCY
NI / Commit (DSR)
Sort by NI
Created By
Agent/Agency/SAS.Im2u User
Channel / Platform
TM
SSA
Created Date / TAT