New Leads

Overview
The New Leads section shows all leads that have recently entered the CRM and have not yet been assigned to a salesman. Leads arrive here from multiple sources automatically.
How Leads Enter the System
Leads can come into the New Leads section through:
Manual entry — added one by one via Add New Lead
Bulk upload — imported via Excel or CSV file
Facebook Integration — leads from Facebook ads flow in automatically
Landing Page — leads submitted via your website landing page
Third-party integrations — for example, Zapier (useful for platforms without direct integration, such as Snapchat)
What You See in the New Leads List
Each lead shows the following columns:
Column
Description
Name
Full name of the lead
Email
Email address (may be system-generated)
Mobile
Contact number including country code
Info
Additional notes or tags
Who Added
Which user or integration created this lead
Lead ID
The marketing campaign ID attached to the lead
Date
Date and time the lead was created
Assign To
Button to assign the lead to a salesman
Available Actions
Search — find a lead by name, mobile, or email.
ALL dropdown — filter by lead source or type.
Export — download the list.
Merge — combine duplicate leads.
Sorting Method — sort by different criteria.
Assignment — assign selected leads in bulk.
Available Filter Options
Filter
Description
Lead Code
A unique identifier for each lead, used for quick reference.
Creator
The user who created or added the lead to the system.
Country
Filters leads based on phone number country code.
Lead Origin
Where the lead came from (e.g., Add New, Upload, Facebook, Landing Page).
Campaigns
Filters leads linked to specific marketing or sales campaigns.
Sources
Filters leads linked to a specific source such as WhatsApp or 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.
Tag
Filters by tags or labels applied during data entry.
Age
Filters by age or age group, if collected.
Purpose
Filters by the lead's stated purpose (e.g., inquiry, purchase intent).
Segment
Filters by market segment or demographic group.
Gender
Filters by gender, if that information is collected.
Contact Tools
Filters by contact method used (e.g., phone, email, WhatsApp).
Reply Option
Filters by the lead's preferred reply method.
What to Do with New Leads
Review the lead information.
Click Assignment to assign the lead to a salesman.
Once assigned, the lead moves to that salesman's My Leads → Fresh Leads tab.
Key Things to Know
Leads stay in New Leads until they are assigned.
After assignment, they disappear from this view and appear in the salesman's My Leads.
If using Zapier for a platform like Snapchat, leads will still land here the same way as any other source.