KAK'
S
JOINERY
Where Wood Works
Customer Management System
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KAK'
S
JOINERY
CMS
Customer Management System
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—
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Add Team Member
✕
Full name
Email address
Initial password
They sign in with this. If they ever forget it, they'll need your approval to reset it.
Role
Sales
Marketing
Director — full visibility, plus IMS access
CEO — full visibility, plus IMS access
Super Admin — full CMS control
Active
Module access
(read-write · read-only · hidden)
Changing the role above resets these to that role's defaults — adjust individual modules below as needed.
Super Admin always has full access to every module, so these are locked to R/W and shown for reference only.
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Save User
Add Lead
✕
Full name
Phone
WhatsApp
Email (optional)
Source
Manual entry
Referral
Walk-in
Phone call
Instagram
Facebook
WhatsApp
Assigned to
Unassigned
Furniture / project interest
Notes
Pipeline status
Quote Details
Dimensional Pricing Engine
Wood type
Dimensions
Length
Width
Thickness
Quantity (pieces)
Rates come straight from the IMS\u2019s Wood Rates \u2014 edit them there, not here.
Finance Hand-off
Delete lead
Cancel
Save Lead
