Skip to main content

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

image.png

Creat State Group

  • Setup → State Group → Add New.

image.png

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).
Back to top