Entry Date | Select | Client Name | Client Mobile No | Representative name | Rep Mobile No. | Staff Wanted | Our Phone No. | Work Type | Reference | Entry by | Workflow Assigned to | Call Status | Staff Response | Workflow Detail Link | Regarding (Work Type) |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
July 24, 2020 | Call Received from Client | Vinit Gupta | 9821010765 | VINIT GUPTA | 9821010765 | Pooja Parmani | 9819540930 | MEETING ON 5 AUG BUT BY MISTAKLY DATE WRITTEN 15th AUG | Jebas Nadar | Pooja Parmani | View Details | MEETING ON 5 AUG BUT BY MISTAKLY DATE WRITTEN 15th AUG | |||
July 24, 2020 | Call made to client - but unsuccessful | Michelle Colaco | 9820233121 | Michelle Colaco | 9820233121 | Pooja Parmani | 9819540930 | ITR AY 2020-21 | Sonali Choudhary | Pooja Parmani | View Details | ITR AY 2020-21 | |||
July 25, 2020 | Call Received from Client | Classic Group | 9821010765 | CLASSIC GROUP | 9821010765 | Pooja Parmani | 9819540930 | DSC ON LLP FORM | Jebas Nadar | Pooja Parmani | View Details | DSC ON LLP FORM | |||
July 27, 2020 | Call Received from Client | vicky mehra | 9890282296 | Vicky Mehra | 9890282296 | Pooja Parmani | 9819540930 | Digital Signature. Sign On Again Bcoz Mistake Of thrid Party | Sonali Choudhary | Pooja Parmani | View Details | Digital Signature. Sign On Again Bcoz Mistake Of thrid Party | |||
July 29, 2020 | Call Received from Client | Ashok Grover | 9324582575 | Ashok Grover | 9324582575 | Pooja Parmani | 9702121414 | ITR AY 2020-21 | Sonali Choudhary | Pooja Parmani | View Details | ITR AY 2020-21 | |||
July 31, 2020 | Call Received from Client | Michelle Colaco | 9820233121 | Michelle Colaco | 9820233121 | Pooja Parmani | 9819540930 | Tax Saving Mutual Fund Investment | Sonali Choudhary | Pooja Parmani | View Details | Tax Saving Mutual Fund Investment | |||
August 1, 2020 | Call Received from Client | Rajesh kapur | 9673306950 | Rajesh Kapur | 8850522916 | Pooja Parmani | 9819540930 | ITR AY 20-21 Talk To Pooja Mam | Sonali Choudhary | Pooja Parmani | View Details | ITR AY 20-21 Talk To Pooja Mam | |||
August 1, 2020 | Call made to client - but unsuccessful | Sona Tarun Lalwani | 8655653656 | Sona Lalwani | 8655653656 | Pooja Parmani | 9819540930 | ITR AY 2020-21 For E-Verification | Sonali Choudhary | Pooja Parmani | View Details | ITR AY 2020-21 For E-Verification | |||
August 1, 2020 | Call Received from Client | Rajesh kapur | 9673306950 | Rajesh Kapur | 8850522916 | Pooja Parmani | 9819540930 | ITR AY 20-21 | Sonali Choudhary | Pooja Parmani | View Details | ITR AY 20-21 | |||
August 1, 2020 | Call Received from Client | Pankaj Grover | 9819540930 | Pankaj Grover | 9958893468 | Pooja Parmani | 9819540930 | ITR AY 20-21 For Payment Conformation | Sonali Choudhary | Pooja Parmani | View Details | ITR AY 20-21 For Payment Conformation | |||
August 4, 2020 | Call Received from Client | srinivas Gariki | 9489613893 | Srinivas Gariki | 9489613893 | Pooja Parmani | 9702121414 | He Was Medical Expenses In his Father And he Was Send The Prof . So what is the rebate .He was Asked | Sonali Choudhary | Pooja Parmani | View Details | He Was Medical Expenses In his Father And he Was Send The Prof . So what is the rebate .He was Asked | |||
August 5, 2020 | Call Received from Client | Mahesh Shetty | 9323231873 | Mahesh Shetty | 9323231873 | Pooja Parmani | 9819540930 | Visit On office 06-08-2020 | Sonali Choudhary | Pooja Parmani | View Details | Visit On office 06-08-2020 | |||
August 5, 2020 | Visitor in Office | Manoj Maloo | 9820655965 | Manoj Maloo | 9820655965 | Pooja Parmani | ITR AY 20-21 And Account Writing | Sonali Choudhary | Pooja Parmani | View Details | ITR AY 20-21 And Account Writing | ||||
August 5, 2020 | Call Received from Client | Avinash Lobo | 9833556429 | Avinash Lobo | 9833556429 | Pooja Parmani | 9819540930 | ITR AY 20-21 Draft Regarding Query Please Talk This Number 971586061143 | Sonali Choudhary | Pooja Parmani | View Details | ITR AY 20-21 Draft Regarding Query Please Talk This Number 971586061143 | |||
August 5, 2020 | Call Received from Client | Naresh Gehlot | 9820811077 | Naresh Gehlot | 9820811077 | Pooja Parmani | 9702121414 | Draft Regarding Query | Sonali Choudhary | Pooja Parmani | View Details | Draft Regarding Query | |||
August 5, 2020 | Call Received from Client | srinivas Gariki | 9489613893 | Srinivas Gariki | 9489613893 | Pooja Parmani | 9702121414 | ITR AY 20-21 Query | Sonali Choudhary | Pooja Parmani | View Details | ITR AY 20-21 Query | |||
August 5, 2020 | Call Received from Client | kavita pantula | 9819008673 | Kavita Pantula | 9819008673 | Pooja Parmani | 9819540930 | She Was Send Letter For Vijay Bank And Received Reply From | Sonali Choudhary | Pooja Parmani | View Details | She Was Send Letter For Vijay Bank And Received Reply From | |||
August 7, 2020 | Call Received from Client | Aarti | 9920334152 | Pooja Parmani | 9819540930 | ITR | Fedora Fernandes | Pooja Parmani | View Details | ITR | |||||
August 7, 2020 | Call Received from Client | Sunil kutty | 9920841482 | Sunil Kutty | 9920841482 | Pooja Parmani | 022-28090939 | Payment issue Sunil Kutty And Anil Kutty So they Conformation You Will Received Or Not . | Sonali Choudhary | Pooja Parmani | View Details | Payment issue Sunil Kutty And Anil Kutty So they Conformation You Will Received Or Not . | |||
August 8, 2020 | Call Received from Client | Ramachandran Govindarajan | 9869161037 | Ramachandran Govindarajan | 9869161037 | Pooja Parmani | 9702121414 | ITR AY 2020-21 | Sonali Choudhary | Pooja Parmani | View Details | ITR AY 2020-21 | |||
August 11, 2020 | Visitor in Office | Jinel Gandhi (vinubhai) | 9323690271 | Jinel Gandhi | 9819078049 | Pooja Parmani | Two Blank Cheque For ITR AY 20-21 | Sonali Choudhary | Pooja Parmani | View Details | Two Blank Cheque For ITR AY 20-21 | ||||
August 11, 2020 | Call Received from Client | Jinel Gandhi (vinubhai) | 9323690271 | Vinu bhai gandhi | 9323690271 | Pooja Parmani | 9819540939 | ITR AY 20-21 | Sonali Choudhary | Pooja Parmani | View Details | ITR AY 20-21 | |||
August 12, 2020 | Visitor in Office | Mehul Gandhi | 9323690271 | Mehul Gandhi | 9819078029 | Pooja Parmani | ITR AY 2020-21 | Sonali Choudhary | Pooja Parmani | View Details | ITR AY 2020-21 | ||||
August 14, 2020 | Call Received from Client | Sunil kutty | 9920841482 | Sunil Kutty | 9920841482 | Pooja Parmani | 9819540930 | ITR AY 20-21 Discussion | Sonali Choudhary | Pooja Parmani | View Details | ITR AY 20-21 Discussion | |||
August 14, 2020 | Call made to client - but unsuccessful | pramod Srinivasan | 9869227099 | Devakumari Lokanathan | 9869227099 | Pooja Parmani | 9819540930 | ITR AY 2020-21 For Advance Payment | Sonali Choudhary | Pooja Parmani | View Details | ITR AY 2020-21 For Advance Payment | |||
Entry Date | Select | Client Name | Client Mobile No | Representative name | Rep Mobile No. | Staff Wanted | Our Phone No. | Work Type | Reference | Entry by | Workflow Assigned to | Call Status | Staff Response | Workflow Detail Link | Regarding (Work Type) |