Version 1.0.0 (25 June 2026)

Release Date: 25 June 2026

Release Overview

Version 1.0.0 introduces two new modules to the Webtrix24 Rental Application:

• Lead Module
• Task Module

These modules help businesses manage customer inquiries, assign follow-up tasks, improve team collaboration, and streamline daily rental operations.

What’s New

This release includes:

New Modules

• Lead Module
• Task Module

New Features

Module Configuration

Before using the new modules, they must be added to your Rental Application.

Step 1: Open Settings → Modules & Links

1. Log in to the Webtrix24 Rental Application.
2. After the Dashboard opens, click Settings from the left sidebar.
3. Select Modules & Links.

Step 2: Module & Permission Management Page Opens

The Module & Permission Management page will open.

Step 3:Click “+ Add Module”

1. Click the + Add Module button located in the top-right corner.
2. The Create Module/Menu popup will appear.
3. By default, Do You Want To Link Existing Module? is set to No.
4. Change this option to Yes.
5. Once enabled, additional fields such as Module/Menu Link and Table Name will become available.

Step 4: Add the Lead Module

Enter the following information:

Field	Value
Menu Name	Lead
Label	Lead
Plural Label	Leads
Module/Menu Link	Lead
Table Name	customer

After completing the form:

• Select the desired module icon.
• Click Save.

The Lead module will be added to the module list.
Enable Module Access and the required permissions, then click Save Changes.

The Lead module will now appear in the left navigation panel.

Add the Task Module

Repeat the same process to add the Task module.
Enter the required Task module details in the Create Module/Menu form.

Field	Value
Menu Name	Tasks
Label	Task
Plural Label	Taks
Module/Menu Link	task
Table Name	tasks

After saving:

• Enable Module Access.
• Grant the required permissions.
• Click Save Changes.

The Task module will now be available in the left navigation panel.

Lead Module

Overview

The Lead Module enables users to capture, manage, and convert potential customers into customers. It centralizes lead information and improves follow-up management.

Lead List View

Click Lead in the Left Side Panel to open the Lead List page. It shows all leads with columns like Lead ID, Lead Name, Lead Email, Mobile No, WhatsApp Number, Stages, Lead Source, and Lead Priority.

Lead List View — All leads with key details

Create a New Lead

Click the + Create button at the top right. The “Create Lead” form opens with fields like Lead Name, Assignee, Billing Name, Lead Email, Mobile Number, WhatsApp Number, Lead Source, Lead Priority, Stages, Service Looking For, Website, Billing Address, GST No., GST State, Zipcode — plus an option to Create Custom Fields. Fill the details and click Save (or Save & New to add another lead right after).

Search, Filter & Refresh

• Search Bar— Type any keyword to quickly search through leads.
• Filters— Click the Filter icon next to Search to build advanced filters and narrow down records (same Advanced Filters system used across the app).
• Refresh Button— Click the refresh icon next to Filters to reload the latest list of leads.

Export Leads — PDF / Excel

Click “More” at the top right to see Export PDF and Export Excel options. If a filter is applied, only the filtered leads are exported — not the full list.

Hover Actions on a Lead Record

Hover over any lead row in the list to reveal quick-action icons:

• Edit (✏️)— Opens the Update Lead form with existing details pre-filled.
• Convert to Customer— Converts the lead into a Customer record.
• Send Email (✉️)— Opens an email compose box to email the lead directly.
• Create Task (📋)— Opens a Create Task form linked to this lead.
• Lead Details (📄)— Opens a right-side detail panel for the lead.
• Delete (🗑)— Removes the lead record.

Hover over a Lead Row — Action icons appear on the right

Convert Lead to Customer

Click the Convert to Customer icon on a lead. A confirmation popup appears: “Convert [Lead Name] to customer?”. Click “Yes, Convert” to proceed, or “Cancel” to go back.

Convert to Customer — Confirmation popup

On confirming, a success message appears: “Lead converted to customer successfully”. The record moves out of the Lead module and into the Customer module.
“Lead converted to customer successfully” confirmation

Send Email to a Lead

Click the Send Email icon on a lead row. A “New Message” compose box opens (From, To, Subject, formatted body with bold/italic/lists/links etc.). Write the message and click Send.

Send Email — Compose box with formatting tools

Create a Task from a Lead

Click the Create Task icon on a lead row. The “Create Task” form opens with the Customer Name pre-filled from the lead. Fill Title, Description, Start/End Date, Task Type, Task Status, Task Priority, Assignee, Estimate Time, Task Repeat, then click Save. The task then appears in the Tasks module list view.

Create Task from Lead — Customer Name pre-filled

Lead Details — Right Side Panel

Click the Lead Details icon to open a right-side panel showing the lead’s basic info — name, type, stage, Mobile, Email, Assignee, Lead Source, Priority, Preferred Communication. Icons at the top allow Edit, Create Task, Add Notes, Call, and more.

Below that are tabs: Comments, History, Upcoming Events, Documents, Inquiry.

• Comments— Add comments/notes on the lead, sorted Newest First.
• History— Records every action taken on the lead (a full audit trail).
• Documents— Upload documents related to the lead.
• Upcoming Events&Inquiry— Track scheduled follow-ups and inquiries.

Lead Details Panel — Info, action icons, and Comments/History/Documents tabs

Kanban View

Click Kanban at the top right (next to List) to switch to a board view. Leads are grouped into columns by Stage (e.g. No Status, New Lead, Contacted). Each card shows the lead name, priority tag, source, next follow-up date, last activity, and the same quick-action icons (Call, Convert, Message, Email, Create Task, Notes) — all directly from the card.

Kanban View — Leads grouped by Stage with quick-action icons on each card

How to Use — Quick Summary

1. Open Lead Module
   Click “Lead” in the Left Side Panel.
2. Create a Lead
   Click “+ Create”, fill the form, and click Save.
3. Search / Filter / Refresh
   Use the Search bar, Filters icon, or Refresh icon to find and update records.
4. Hover for Quick Actions
   Edit, Convert to Customer, Send Email, Create Task, Lead Details, or Delete — directly from the row.
5. Convert Qualified Leads
   Click Convert to Customer → confirm → lead moves to the Customer module.
6. Switch to Kanban for a Visual View
   Click “Kanban” to see leads grouped by stage with the same quick actions on each card.
7. Export When Needed
   Use More → Export PDF / Export Excel to download the (filtered) lead list.

Task Module

Overview

The Tasks module helps you create, assign, and track work items — with Sub Tasks, History, Work Log, Documents, and flexible recurring schedules (Task Repeat).

Features

Task List View

Click Tasks in the Left Side Panel to open the Task List page. It shows columns like Task ID, Title, Customer Name, Start Date, End Date, Task Status, Task Type, and Task Priority.

Task List View — All tasks with key details

Create a New Task

Click the + Create button at the top right. The “Create Task” form opens with fields: Title, Description, Start Date, End Date, Task Type, Task Status, Task Priority, Customer Name, Assignee, Estimate Time, and Task Repeat — plus Create Custom Fields. Fill the details and click Save (or Save & New).

Create Task Form — Fill details and Save