iPay Leads Report
โ New Lead
โ ๏ธ You are logged in as fabioanim. Every export asks first: admin view (no staff names) or full view.
๐
Excel
All leads, styled like your sheet (.xlsx)
๐
Presentation (PowerPoint)
Leads Performance Report ยท 14 slides ยท live numbers & leads
๐ฅ
Team report (PDF & PowerPoint) โ all staff
Fouad from the platform + other staff from their Excel (Sender = staff name). Team dashboard, then one section per staff.
๐
Manager report (PDF)
Dashboard + charts + all leads with comments ยท A4
๐ข Team activity โ who is online, last seen
| Name | Status | Last seen | Last opened the app | Device | App version |
|---|
Visible to you only. "Online now" = the app is open on screen. Times are updated every minute while the app is open.
โ Add staff
The username must match the name in the iPay Agent column โ the staff member will only see those leads.
๐ Sign-up
When ON, accounts created from the login screen stay Pending until you approve them.
๐ Agents without an account
๐ฅ Staff accounts
| Name | Status | Leads | Created | Actions |
|---|
โป๏ธ Data
Replace all leads with the original Excel data (45 leads). Staff accounts are kept.