SFSavera Finance Admin

Google Sheet Lead View - Look & Feel

Enhanced professional layout that mirrors how admin can open and process form leads linked with Google Drive documents.

Sync: Connected Sheet: Savera_Leads_Master Auto Timestamp: Enabled Owner: Admin Team
Lead ID Name Mobile City Amount Status Drive Docs Created
SF-2026-0141 Rohan Mehta 98XXXXXX10 Noida Rs 40,000 New Open Folder 19 Apr 2026, 09:42
SF-2026-0140 Sonal Verma 97XXXXXX43 Delhi Rs 65,000 Contacted Open Folder 19 Apr 2026, 09:11
SF-2026-0137 Neha Arora 95XXXXXX77 Ghaziabad Rs 25,000 Approved Open Folder 18 Apr 2026, 17:35

Admin Action Panel

Open lead row, call applicant, update status, assign next follow-up date, and push final decision notes.

Google Stack Mapping

Custom website form -> Apps Script endpoint -> Google Sheet row -> Google Drive folder link for each lead.