Letters on each day are advisors' initials — e.g. "A" = Allan. "?" means a slot still needs cover.
Claim a standby slot
Pick a venue, date and the hours you can actually cover — tap a day on the calendar above or pick one below. Need to leave partway for another appointment? Sign up now, then use “Need cover” on your slot when the time comes.
Log your shift report
Record leads collected and CCRIS reports pulled from Bank Negara during your standby shift.
Log a successful deal
By advisor
Cumulative leads and CCRIS spend per team member.
| Advisor | Leads | CCRIS | Cost (RM) |
|---|
Recent ledger
Latest shift reports across both venues.
| Date | Advisor | Venue | Leads | CCRIS | RM |
|---|
Data here is live — this is just for taking a snapshot into Excel or Google Sheets.
Cases export
Every logged deal, for your admin to reconcile against the company system.
Data here is live — this is just for taking a snapshot into Excel or Google Sheets.
Tap a name to WhatsApp them, or scan their QR code.
