Echo-line CRM

FinCon API Checking Loading configuration

Customers - Debtor accounts

Orders - Sales orders and quotes

Outstanding - Customer balances

Quick filters

Use this only when you want a focused list on the Overview.

Filters will load after CRM data is ready.

Endpoint discovery

CRM build queue

Store FinCon URL and username outside source code
Build demo CRM workflow while Windows test API is pending
Confirm test API network access from Mac
Map real FinCon debtors to customer records
Add customer timeline and follow-ups

Next actions

Customers

Search by account, company, person, phone, email, WhatsApp, or area.

Daily FinCon customer update is scheduled.

Create CRM-only Customer

Company name Area Phone WhatsApp Email Contact person Preferred contact Note

This creates a Customer in CRM only. It will not create or change anything in FinCon. A valid FinCon account number will be required before FinCon invoicing.

Use search or All to load customers.

Account	Name	Phone	Email	Area	Last bought	Matched on
No customer data loaded yet.

Select a customer Open a customer to see orders, notes, and follow-up tasks.

Customers

Prospects

A local workspace for prospective customers will be developed here.

UI placeholder

Prospects are not live yet. This navigation view does not read or change cloud data, FinCon, WhatsApp, or WooCommerce.

Customers

Leads

One-way local copies from Echo-line Event Leads. CRM edits never change the source record.

Not synchronised

No Event Leads copies loaded.

Name	Organisation	Cell Number	Event/Campaign	Lead Source	Lead Outcome	Source ID	Actions
Open Leads to load local copies.

Select a leadThe original captured record remains preserved.

Lead Promotion Register

Permanent completed promotions and separate promotion-attempt history.

Promotion Register not loaded.

Promoted	Lead	Company	FinCon Account	Staff	Status	CRM Customer
Open Leads to load the register.

Failed, cancelled and awaiting-account-number attempts

Time	CRM Lead	Staff	Status	Type	Notes/Error

Suppliers

Search by account, company, person, phone, email, WhatsApp, or area.

Capture new supplier request

Supplier name Area Phone WhatsApp Email Contact person Preferred contact Currency Note

Use search or All to load suppliers.

Account	Name	Phone	Email	Currency	Area	Last bought	Matched on
No supplier data loaded yet.

Select a supplier Open a supplier to see contact people, currency, notes, and follow-up tasks.

Orders

Sales orders and quotations will be joined to customers here.

Order	Customer	Date	Status	Total	Rep
No order data loaded yet.

Product creation readiness

Prepare draft payloads for WEB products missing from WooCommerce. No products are created from this screen.

No draft payload preview yet.

Product	SKU	Status	Reason	End User	Installer	Distributor	Farmer
No product creation workspace loaded yet.

Stock planning

View FinCon stock and create CRM-only stock requests. Official stock updates still happen in FinCon.

Code	Description	Installer	Sub-distributor	Farmer	End user	Available	Website	Status	Action
No stock loaded yet.

Stock item

Click a stock code to view item detail.

Stock requests

Plan what must be ordered without changing FinCon.

No stock requests loaded yet.

Global search

Find companies, people, phone numbers, WhatsApp numbers, emails, roles, areas, and contact preferences.

Search is ready.

Website cleanup control room

Plan website cleanup, speed work, and store pricing changes before anything is touched live.

Planning only

Do not touch the live website from here No WordPress, WooCommerce, plugin, cache, or price-push changes should be made until backup, staging, testing, and approval are complete.

Step 1 Backup and staging first

Make a full WordPress file and database backup, then test changes on a staging copy before the live website is changed.

Step 2 Protect WooCommerce pricing

Cache, product cleanup, and plugin changes must be checked against role pricing, quotes, cart, checkout, and product pages.

Step 3 Clean slowly

Remove old content and inactive plugins in small batches, then check speed, search, images, products, and enquiry flows.

Site Health focus

Autoloaded options could affect performance.
Page cache is not detected and server response time is slow.
Opcode cache is disabled by configuration.
A scheduled event is late.

Cleanup candidates

Remove inactive plugins after backup.
Add a safe default fallback theme.
Ask xneelo about PHP, opcode cache, and object cache options.
Review Elementor add-ons, image tools, SEO, backups, quotes, and role pricing before changing anything.

Website pricing

Compare FinCon role prices with WooCommerce role prices before any website update is allowed.

Simplified automation · local candidate

Pricing Automation

FinCon-authoritative exact-SKU reconciliation with CRM history, per-SKU exceptions, and mapped WooCommerce price isolation.

Builder candidate remains disabled No production execution or scheduling is enabled.

New Products · SEO/AEO follow-up

SKU	FinCon product	First seen	Status
No new-product history loaded.

Unresolved per-SKU exceptions

SKU	Type	Detected	Diagnostic
No exception history loaded.

Recent reconciliation runs

Run	Started	Status	Updates	Exceptions
No run history loaded.

Phase 3 · Section 2

Local pricing safety operator

Authenticated read-only status from the append-only local run store. This section cannot approve, execute, schedule, or contact a connector.

Execution unavailable in Section 2 Local route is disabled until explicitly enabled in an authenticated development environment.

Queues and preserved holds

SKU	Queue	Classification	Write
No local operator status loaded.

Audit and verification history

Sequence	Kind	Run	Verification
No append-only history loaded.

Product	SKU	Identity	Type / variation	End User	Installer	Distributor	Farmer	Status
No website pricing workspace loaded yet.

WhatsApp account links

Compare WhatsApp numbers with CRM customer and supplier accounts. This does not change WhatsApp.

Safe matching area Pulling is read-only. Pushing only writes verified account numbers into the WhatsApp contact profile; messages, tags and notes are not changed.

Manual confirmed link

Use this after you have checked the WhatsApp contact yourself. This saves the account link in CRM only. Use Push links to WhatsApp later when you are ready.

WhatsApp contact Account type Account number

Bulk paste WhatsApp contacts

Paste copied rows from WhatsApp export, Excel, CSV, or tab-separated text. Use headers like name, phone, tags, note, account.

Paste WhatsApp contacts

No WhatsApp contacts loaded yet.

Needs linking

These WhatsApp contacts still need a confirmed CRM account link.

WhatsApp	Number	Status	Best CRM match	Department / tags	Action
Add or import WhatsApp contacts to compare them with CRM accounts.

Linked WhatsApp contacts

Confirmed links move here for review. Use Unlink if a contact must go back into the work queue.

WhatsApp	Number	Status	Linked CRM account	Department / tags	Action
No confirmed WhatsApp links yet.

Integrations

FinCon, website, WhatsApp, and future company systems connect here.

Import mapping

Map pasted customer, supplier, or contact lists into CRM fields before importing.

Column mapping

Paste data and click Preview to detect columns.

Preview

No import preview yet.

Type	Account	Name	Area	Preference	Person
Preview rows will appear here.

Settings

Normal company settings are shown first. FinCon/API connection settings are separated because they affect syncing.

Currency: -
Mode: -

Do not touch unless Heidi is working with the FinCon/API setup. Changing these values can stop the CRM from syncing customers, suppliers, balances, and stock from FinCon.

Base URL: -
FinCon username: -
FinCon password: Not shown
REST API username: -
REST API password: Not shown
Auth scheme: -

CRM login

Change your CRM login password.

Password changes apply to the username shown above.

Local CRM data

Export or import local company profiles, people, notes, tasks, and settings.

Ready for local CRM backup or restore.

Audit trail

Recent local CRM changes and sync events.