Search Results

Overview Use Recall when an existing lead in the system calls again — for example, about a different project or to follow up on something new. How to Handle a Recall Go to Call Center → Recall. Enter the caller's mobile number in the search field. The system s...

Overview Use Ticket when an existing client (not just a lead) calls with a request, complaint, or issue. Tickets are routed to the Customer Service (CS) team. ⚠️ Important: The caller must have a Client Profile in the system for a ticket to be created. If they...

Overview Clicking on a client's name opens the Client Details page — a full view of all information, history, and actions related to that client. Client Information Fields Field Description Client ID Unique identifier assigned to the client. Name (Arabic) Clie...

Overview From the Client Details page, you can manage all unit interactions for a client — from showing them a unit all the way through to delivery. Unit Sale Workflow Units move through the following stages: Stage Description Show Unit has been presented to t...

Overview The Client Requests module is used to create and manage requests submitted on behalf of clients. This covers delivery inquiries, financial requests, service issues, and more. Requests are routed to the relevant department for handling. Request Informa...

Overview Sources represent where a lead originally came from — for example, Facebook, Instagram, WhatsApp, or a Hotline. Each source shows how many leads it has generated. Sources List The sources page displays: Column Description Name The source name (e.g., F...

Overview Campaigns represent specific marketing efforts linked to a source. For example, a Facebook campaign running for a specific project during a specific period. Campaigns List The campaigns page displays: Column Description Name Campaign name. From Campai...

Overview A Lead ID is the unique identifier that links a Source and a Campaign together. When a lead enters the CRM — via landing page, Facebook, upload, or any other channel — the Lead ID tells you exactly which campaign and source it came from. Lead IDs List...

Overview The SMS Campaign feature allows you to send bulk SMS messages to your leads. You can target all leads or filter by specific criteria. Before You Start SMS must be configured first in General Settings: Setting Description SMS Provider Your SMS provider...

Overview The Mail Campaign feature works the same as SMS Campaign but sends emails instead. It requires SMTP configuration before use. Before You Start Email must be configured first in General Settings: Setting Description SMTP Host Your outgoing mail server ...

Overview The Facebook Integration allows leads submitted via Facebook Lead Ads to flow automatically into the CRM — no manual entry needed. How to Set Up Facebook Integration Step 1 — Connect via Setup Go to Setup → Facebook Integration and click Add New Faceb...

Overview The Marketing Reports section provides visual and tabular data about lead performance across sources, campaigns, and Lead IDs. Available Reports 1. Lead Rates Pie charts showing lead distribution by demographic and behavioral data. Charts include: Req...

Overview The Brokerage Module manages broker companies and their agents, tracks broker-submitted leads and CILs, and handles broker contracts and activities. Module Sections Section Description Add Broker Request / Lead Add a new broker request or broker lead ...

Overview When adding from the Brokerage module, you have two options: As Broker Request — A request submitted by a broker company for a specific unit type (e.g., "4-bedroom duplex"). This is not a regular lead — it comes with a specific property requirement. A...

Overview Broker CILs (Client Information Letters) are submitted by broker companies through their own CRM login. This tab shows all CILs received from brokers. How It Works A broker company has a profile in the system and can log in to the CRM. They submit CIL...

Overview The Active Brokers tab shows all broker companies currently active in the system. Brokers List Column Description Broker Name The broker company name. Authorized Name The authorized representative's name. Mobile Contact number. Indirect Sales Which sa...

Overview This tab shows broker companies that are either pending approval or have been blocked from the system. Brokers List Same columns as Active Brokers: Broker Name, Authorized Name, Mobile, Indirect Sales, Total Agents, Creation Date, Didn't Add Lead Sinc...

Overview The Activities Management tab lets you log and track activities with broker companies — such as workshops, site visits, orientations, and contract signings. Activities List Column Description Activity Type The type of activity (e.g., Work Shop, Orient...