{{-- Bulk-action dialogs of the Chat loan data list (rendered inside the crmGrid scope). --}} @csrf @include('crm.partials.saved-view-selection') Creates a telecaller task for each of the selected lead(s) and stamps today's allocation date. @include('crm.loan-data.partials.assign-fields', ['prefix' => 'loan']) Lead already has another user's task Add a task for this user too Transfer the latest task to this user User already has a task for the lead Reset it to Not Started Leave it unchanged Cancel Assign @csrf @include('crm.partials.saved-view-selection') Set one field on selected lead(s). Activity fields change every task of those leads. Field * Choose a field… @foreach ($massFields as $value => $label) {{ $label }} @endforeach New value Cancel Update @if ($zohoConfigured) @csrf @include('crm.partials.saved-view-selection') Sends the latest task result (remark, subject, status, due date, caller) of up to 500 selected leads to their Zoho contact. Leads without a Zoho id are skipped; only records Zoho accepts are marked “updated”. @else Zoho CRM is not connected on this server yet. Ask an administrator to set ZOHO_CLIENT_ID, ZOHO_CLIENT_SECRET and ZOHO_REFRESH_TOKEN. @endif Close @if ($zohoConfigured) Send to Zoho @endif @csrf @method('DELETE') @include('crm.partials.saved-view-selection') record(s) will be permanently deleted. This action is logged. Also delete their telecaller tasks (otherwise they stay as orphans) Cancel Delete
Creates a telecaller task for each of the selected lead(s) and stamps today's allocation date.
Set one field on selected lead(s). Activity fields change every task of those leads.
Sends the latest task result (remark, subject, status, due date, caller) of up to 500 selected leads to their Zoho contact. Leads without a Zoho id are skipped; only records Zoho accepts are marked “updated”.
Zoho CRM is not connected on this server yet. Ask an administrator to set ZOHO_CLIENT_ID, ZOHO_CLIENT_SECRET and ZOHO_REFRESH_TOKEN.
ZOHO_CLIENT_ID
ZOHO_CLIENT_SECRET
ZOHO_REFRESH_TOKEN
record(s) will be permanently deleted. This action is logged.