Work your leads list

Leads is where the day’s work starts: every enquiry with its requirement, owner and next step. You see the leads your role allows — your own, your team’s, your branch’s or all of them.

Smart tabs

The tabs across the top are ready-made lists:

Each tab shows its count. Your own and your team’s saved views appear next to them — see Save and share views.

Filter, search and sort

• Search by name, phone (the last digits are enough) or lead number.
• Filters combine any field: status, source, owner, budget, BHK, locality, project, temperature, dates, custom fields — with and / or groups. A copied link reopens the same filtered list.
• Sort by received date, last activity, follow-up and more.

Table, board and map

Switch the layout at the top right: Table for scanning and bulk work, Board to drag leads between statuses (the status sheet opens to ask for what the new status needs), Map to see where demand is by locality.

Work the list

Open a lead from the list and it opens in a side panel. Use J and K (or the arrows) to move to the next and previous lead. After you save an outcome, the panel moves on by itself — and skips a lead that left the list because of the outcome.

Bulk actions

Select leads (or all matching your filter) to:

• Assign to one member, or split between several — as closing owner or pre-sales. Open tasks follow each lead to its new owner.
• Change the status.
• Add or remove tags.
• Enrol them in a follow-up plan.
• Export them (if your role allows exports).
• Delete them — they leave every list and their open tasks are cancelled; an admin can restore them, and the deletion is audited.