My Leads The My Leads module is a centralized hub where you can manage all your leads. After creating a lead and assigning it to a specific individual, it is sorted into one of several tabs based on its state. If no state is selected during lead creation, the lead is automatically placed in the Fresh Leads tab. My Leads Overview My Leads is your personal workspace in the CRM. It shows all leads currently assigned to you, organized into tabs based on their state. If you are a manager, you can also see leads assigned to your team members based on the hierarchy tree. Lead Tabs Tab Description Favorite Leads you marked as favorite for quick access. Cannot be deleted. Fresh Leads Newly assigned leads with no state selected yet. Cannot be deleted. VIP / Urgent High-priority leads requiring immediate attention. Pending Leads awaiting a response or next step. Following Leads being actively followed up. Planned Meeting Leads with an upcoming planned meeting. Meeting Leads currently in or recently had a meeting. After Meeting Leads in the follow-up stage after a meeting. Not Interested Leads that showed no interest. Unreachable Leads that cannot be contacted. Done Deal Leads successfully converted to a sale or reservation. Cancelled Leads where the deal or interaction was cancelled. Low Budget Leads whose budget doesn't match available offerings. All Leads Full view of all your leads regardless of state. Cannot be deleted. How States Work When you update a lead, you select a state from the dropdown. The lead automatically moves to the matching tab. If no state is selected when assigning, the lead goes to Fresh Leads. Visibility Based on Hierarchy Managers see leads for themselves and all users under them in the tree. Regular salesmen see only their own leads. Common Features Across All Tabs Every tab has the same top bar with: Search bar — find a lead by name, mobile, or email. Bulk State Move — change the state of multiple leads at once. Export — download the lead list. Show Delayed Leads — filter overdue leads (not available in Fresh Leads tab). Sorting options: Old to Recent by Next Action Recent to Old by Next Action Old to Recent by Created Date Recent to Old by Created Date Tab Management You can delete any tab except Favorite, Fresh Leads, and All Leads. Custom states can be added via Setup → List Setup → Add New State. Select State Group Creat State Group Setup → State Group → Add New. Available Filter Options (All Tabs) You can filter leads within any tab using the following fields: Filter Description Lead Code A unique identifier for each lead. Salesman Filters by the assigned salesman. Assigned From Filters by who the lead was assigned from. Teams Filters leads associated with specific teams. Creator The user who originally created the lead. Country Filters based on phone number country code. Lead Origin Where the lead came from (e.g., Add New, Upload, Facebook). Stage Filters by current reservation/sales stage. Campaigns Filters leads linked to specific marketing campaigns. Sources Filters by lead source (e.g., WhatsApp, Facebook). Leads ID Filters based on specific marketing info / Lead ID. Lead Types Filters by lead type (e.g., Lead, Broker Lead, Broker Request, CIL). Branches Filters leads associated with specific company branches. Broker Filters leads linked to specific brokers. Broker Agents Filters by agents working under a broker. Projects Filters leads associated with specific projects. Broker Projects Filters leads linked to broker-specific projects. Tag Filters by tags or labels applied to the lead. Age Filters by age or age group, if collected. Purpose Filters by the lead's stated purpose. Segment Filters by market segment or demographic group. Gender Filters by gender, if collected. Contact Tools Filters by contact method used (e.g., phone, email, WhatsApp). Reply Option Filters by the lead's preferred reply method. Assignment Type Filters by how the lead was assigned. Budget Filters by the lead's budget range. Date Request was created Filter by lead creation date (From / To). Date action was created Filter by when an action was logged (From / To). Date action is taking place Filter by the scheduled action date (From / To). Assignment Date Filter by when the lead was assigned (From / To). Duplication Date Filter by when a duplication was detected (From / To). Lead Action Filter Overview The Lead Action Filter is a monitoring tool that lets managers track what actions their salesmen are taking on leads — who did what, when, and how many actions were completed. What It Shows Total number of leads in the system. Total number of actions taken across all leads. A detailed list of each lead with: Lead name, mobile, email Assigned salesman Lead creator Created date Current state Action taken (e.g., WhatsApp, Call, Check-in) Who performed the action When the action was done How to Use It Go to Sales Module → My Leads → Lead Action Filter. Apply filters to narrow down results by salesman, date range, action type, or state. Review the action log. Key Insight — Actions vs Leads Count The number of actions can be higher or lower than the number of leads. A salesman with 5 leads but 10 actions has been actively following up. A salesman with 5 leads but 0 actions has not contacted any leads yet. If a lead shows in All Leads but not here, it may have been deleted/moved to trash. Available Filter Options Filter Description Creator The user who created the lead. Current Salesman The salesman currently assigned to the lead. Affected Salesman The salesman affected by the action. Assigned From Who the lead was assigned from. Actions Filter by specific action type (e.g., call, WhatsApp, check-in). Tag Filter by tags applied to the lead. Leads Creator The original creator of the lead. Lead ID Filter by specific marketing info / Lead ID. Sources Filter by lead source. Lead Types Filter by lead type. Reply State Filter by the reply status of the action. Broker Filter by broker linked to the lead. Broker Agents Filter by broker agent. Assignment Type Filter by how the lead was assigned. State Filter by current lead state. Lead Origin Filter by where the lead came from. Date Request was created Filter by lead creation date (From / To). Date action was created Filter by when the action was logged (From / To). Date action is taking place Filter by the scheduled action date (From / To). Assignment Date Filter by when the lead was assigned (From / To). Available Options Sort by different criteria to organize the action log. Export the action report for external use or reporting. History button on each lead — shows the full interaction log for that specific lead. Search bar — find specific leads or actions quickly. Key Things to Know This tab is primarily used by managers and team leaders for performance monitoring. It is useful for identifying inactive leads or salesmen who haven't logged any actions. Use it alongside the Dashboard for a full picture of team performance.