WorkspaceMasters & lists
UI PROTOTYPE
SA
Super AdminFull access · Sample data

Masters & lists

Dropdown lists used across the Sales, FI, Credit and Customer apps.

Lead sources

Sales app · lead form

Dealer referral
Walk-in
Online
Campaign
Company Lead

Added

New

Loan products (lead picker)

Mirrors Loan products page

Personal Loan
MSME Loan
New
LAP & Housing
New
BL
New

Residential status

FI app · visit form

Owned
Family-owned
Company-provided
Rented

Removed from new FI forms — legacy records stay readable

Retired

Accepted address proofs

Credit app · current-address check

Electricity bill
Water bill
House tax receipt
Retired valuesRetired list items are hidden from new forms but remain traceable on old records. They are never silently converted to another value.