Browse guides

How to Add a New Lead

Capture a new lead in Stellivo so your team can follow up, assign ownership, and move the opportunity through your pipeline. This guide walks you through opening Leads, creating a record, filling the required details, and saving it successfully.

Understanding the Engineer Dashboard

See your site's stock and material activity at a glance: stock on hand, today's inward and outward entries, pending GRNs, due invoices and open quotations. Track material usage, low-stock items and GST collections in one place.

Understanding Your Dashboard

See your business at a glance: today's leads, follow-ups, site visits, bookings, revenue and dues. Track your project's units, the lead pipeline, sales performance and upcoming site visits in one place.