Manual for Daily Activity Report

Daily Activity Report (DAR) has been developed in place of DCMS (Daily
Contact Management System). The key feature of DAR is that it is user
friendly and self explanatory. DAR can be accesses by any of the following
sources:

• www.wealthmaker.in or
• Remote Desktop -> Talisma CRM -> Dashboard -> DAR

Note: DAR is a daily mandatory report.

 How to login to DAR

Type your
Business
code

Type your
Wealthmake
r password

DAR view will depend on your role i.e. Branch Manager or FPE.

A) Branch Manager role

 ABC

This data will be

extracted from
Team
Members’s
DAR

This data will be

extracted from
WealthMaker
CRM (Talisma)

Branch Manager home page after login

Steps to follow:

1. Click on “Add/View Team Members”.

ABC

Add tem
members
present

After punching the Team Member’s Present and then click on Submit.
 2. Click on Team Member Activities to enter the Lead numbers of the
day.

3. Click on Lead Status Update for Lead Updation and to create Lead.

After updating the Leads click on submit button at the bottom.

4. Total Branch Met – This will help in to analyze the new/existing

client conversion status.
B. FPE role:

Steps to follow:

1. Login to DAR as mentioned above

2. Click on “Proceed” button

Click on
Proceed
 3. Home Page:

4. Click on Today’s Clients/Prospects tab to add “Today’s New Client”.

Click
here to
add new
client

4(i). Today’s New Client

 Click on
Submit

Note: It is MANDATORY to add new client for the day.

5. Click on Lead Status Update for Lead Updation and to create Lead

After updating the Leads click on submit button at the bottom.

 Update
Leads
manually

Note: FPE need to update the number of Leads manually and click on the submit button.

Important points to remember:

• It is mandatory to login to DAR on daily basis to update the

client/lead status.
• Entries/Updations will be reflected in WealthMaker CRM
automatically.
• Team member attendance will be done through DAR by Branch
Head/Branch Manager only.
• WealthMaker user id and password is your DAR user id and
password.
• Always follow every step one by one, otherwise DAR will prompt an
error message. For ex:
For any further technical queries/ support, please feel free to get in touch with the
Regional IT Support team or Mr. Dhruv Malhotra at Corporate Office. Mr. Malhotra
can be contacted on email – dhruvm@bajajcapital.com Mobile # 9899739990 or
Extension # 510.