# 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.

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## Lead Tabs

<table id="bkmrk-tab-description-favo"><thead><tr><th>Tab</th><th>Description</th></tr></thead><tbody><tr><td>**Favorite**</td><td>Leads you marked as favorite for quick access. Cannot be deleted.</td></tr><tr><td>**Fresh Leads**</td><td>Newly assigned leads with no state selected yet. Cannot be deleted.</td></tr><tr><td>**VIP / Urgent**</td><td>High-priority leads requiring immediate attention.</td></tr><tr><td>**Pending**</td><td>Leads awaiting a response or next step.</td></tr><tr><td>**Following**</td><td>Leads being actively followed up.</td></tr><tr><td>**Planned Meeting**</td><td>Leads with an upcoming planned meeting.</td></tr><tr><td>**Meeting**</td><td>Leads currently in or recently had a meeting.</td></tr><tr><td>**After Meeting**</td><td>Leads in the follow-up stage after a meeting.</td></tr><tr><td>**Not Interested**</td><td>Leads that showed no interest.</td></tr><tr><td>**Unreachable**</td><td>Leads that cannot be contacted.</td></tr><tr><td>**Done Deal**</td><td>Leads successfully converted to a sale or reservation.</td></tr><tr><td>**Cancelled**</td><td>Leads where the deal or interaction was cancelled.</td></tr><tr><td>**Low Budget**</td><td>Leads whose budget doesn't match available offerings.</td></tr><tr><td>**All Leads**</td><td>Full view of all your leads regardless of state. Cannot be deleted.</td></tr></tbody></table>

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## 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**.

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## Visibility Based on Hierarchy

- **Managers** see leads for themselves and all users under them in the tree.
- **Regular salesmen** see only their own leads.

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## 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

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## 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](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/fdeimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/fdeimage.png)

Creat State Group

- **Setup → State Group → Add New**.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/scaled-1680-/Oy7image.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-06/Oy7image.png)

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## Available Filter Options (All Tabs)

You can filter leads within any tab using the following fields:

<table id="bkmrk-filter-description-l"><thead><tr><th>Filter</th><th>Description</th></tr></thead><tbody><tr><td>**Lead Code**</td><td>A unique identifier for each lead.</td></tr><tr><td>**Salesman**</td><td>Filters by the assigned salesman.</td></tr><tr><td>**Assigned From**</td><td>Filters by who the lead was assigned from.</td></tr><tr><td>**Teams**</td><td>Filters leads associated with specific teams.</td></tr><tr><td>**Creator**</td><td>The user who originally created the lead.</td></tr><tr><td>**Country**</td><td>Filters based on phone number country code.</td></tr><tr><td>**Lead Origin**</td><td>Where the lead came from (e.g., Add New, Upload, Facebook).</td></tr><tr><td>**Stage**</td><td>Filters by current reservation/sales stage.</td></tr><tr><td>**Campaigns**</td><td>Filters leads linked to specific marketing campaigns.</td></tr><tr><td>**Sources**</td><td>Filters by lead source (e.g., WhatsApp, Facebook).</td></tr><tr><td>**Leads ID**</td><td>Filters based on specific marketing info / Lead ID.</td></tr><tr><td>**Lead Types**</td><td>Filters by lead type (e.g., Lead, Broker Lead, Broker Request, CIL).</td></tr><tr><td>**Branches**</td><td>Filters leads associated with specific company branches.</td></tr><tr><td>**Broker**</td><td>Filters leads linked to specific brokers.</td></tr><tr><td>**Broker Agents**</td><td>Filters by agents working under a broker.</td></tr><tr><td>**Projects**</td><td>Filters leads associated with specific projects.</td></tr><tr><td>**Broker Projects**</td><td>Filters leads linked to broker-specific projects.</td></tr><tr><td>**Tag**</td><td>Filters by tags or labels applied to the lead.</td></tr><tr><td>**Age**</td><td>Filters by age or age group, if collected.</td></tr><tr><td>**Purpose**</td><td>Filters by the lead's stated purpose.</td></tr><tr><td>**Segment**</td><td>Filters by market segment or demographic group.</td></tr><tr><td>**Gender**</td><td>Filters by gender, if collected.</td></tr><tr><td>**Contact Tools**</td><td>Filters by contact method used (e.g., phone, email, WhatsApp).</td></tr><tr><td>**Reply Option**</td><td>Filters by the lead's preferred reply method.</td></tr><tr><td>**Assignment Type**</td><td>Filters by how the lead was assigned.</td></tr><tr><td>**Budget**</td><td>Filters by the lead's budget range.</td></tr><tr><td>**Date Request was created**</td><td>Filter by lead creation date (From / To).</td></tr><tr><td>**Date action was created**</td><td>Filter by when an action was logged (From / To).</td></tr><tr><td>**Date action is taking place**</td><td>Filter by the scheduled action date (From / To).</td></tr><tr><td>**Assignment Date**</td><td>Filter by when the lead was assigned (From / To).</td></tr><tr><td>**Duplication Date**</td><td>Filter by when a duplication was detected (From / To).</td></tr></tbody></table>