> ## Documentation Index
> Fetch the complete documentation index at: https://docs.gridix.live/llms.txt
> Use this file to discover all available pages before exploring further.

# Lead Management

> Comprehensive guide to managing, filtering, and working with leads in Gridix

This guide covers all aspects of managing leads in Gridix, from viewing and filtering to adding notes and exporting data.

## Accessing Leads

### Leads Dashboard

<Steps>
  <Step title="Navigate to Leads">
    Click "Leads" in the admin dashboard sidebar.
  </Step>

  <Step title="View Dashboard">
    See overview with statistics and lead list.
  </Step>
</Steps>

### Lead Statistics

The dashboard shows real-time statistics:

<CardGroup cols={3}>
  <Card title="Total Leads">
    All leads across all your projects.
  </Card>

  <Card title="Pending">
    New leads awaiting processing.
  </Card>

  <Card title="Sent to CRM">
    Successfully sent to your CRM system.
  </Card>
</CardGroup>

## Viewing Leads

### Lead List View

The lead list displays:

* **Date/Time**: When the lead was created
* **Customer Name**: Lead's full name
* **Contact Info**: Email and phone
* **Project**: Which project the lead is from
* **Apartment**: Apartment number and details
* **Status**: Current lead status
* **CRM Status**: CRM integration status
* **Actions**: Available actions

### Lead Details View

Click on a lead to see full details:

* Complete customer information
* Apartment details
* Submission timestamp
* Status history
* Notes and comments
* CRM information (if integrated)

## Filtering Leads

### Quick Filters

Use quick filter buttons for:

* **All Leads**: Show all leads
* **Pending**: Only pending leads
* **Sent to CRM**: Successfully sent leads
* **Saved Only**: Leads not sent to CRM
* **Failed**: Leads with errors
* **Cancelled**: Cancelled leads

### Advanced Filters

<Steps>
  <Step title="Open Filters">
    Click "Filters" or use the filter panel.
  </Step>

  <Step title="Select Filter Criteria">
    Choose filters:

    * **Project**: Filter by specific project
    * **Status**: Filter by lead status
    * **Date From**: Start date range
    * **Date To**: End date range
    * **Apartment**: Filter by apartment number
  </Step>

  <Step title="Apply Filters">
    Click "Apply" to filter the lead list.
  </Step>

  <Step title="Clear Filters">
    Click "Clear" to remove all filters.
  </Step>
</Steps>

### Search Functionality

Search leads by:

* Customer name
* Email address
* Phone number
* Apartment number
* Project name

## Managing Lead Status

### Updating Status

<Steps>
  <Step title="Select Lead">
    Click on a lead in the list.
  </Step>

  <Step title="Change Status">
    Use status dropdown to select new status:

    * Pending
    * Sent to CRM
    * Saved Only
    * Failed
    * Cancelled
  </Step>

  <Step title="Save Status">
    Status is updated immediately.
  </Step>
</Steps>

### Status Workflow

Recommended workflow:

1. **New Lead** → Status: Pending
2. **Processing** → Review lead information
3. **CRM Integration** → Status: Sent to CRM (if integrated)
4. **Follow-up** → Add notes and update as needed
5. **Resolved** → Mark as processed or cancelled

## Adding Notes

### Internal Notes

Add notes for team members:

<Steps>
  <Step title="Open Lead">
    Click on a lead to view details.
  </Step>

  <Step title="Add Note">
    Click "Add Note" or "Edit Notes" button.
  </Step>

  <Step title="Enter Note">
    Type your note:

    * Customer preferences
    * Follow-up actions
    * Important information
    * Team communications
  </Step>

  <Step title="Save Note">
    Note is saved and visible to all team members.
  </Step>
</Steps>

<Note>
  Notes are internal only and not visible to customers.
</Note>

### Note Best Practices

* Use clear, concise language
* Include dates and timestamps
* Document important conversations
* Note customer preferences
* Track follow-up actions

## Copying Lead Information

### Quick Copy

<Steps>
  <Step title="Select Lead">
    Choose the lead you want to copy.
  </Step>

  <Step title="Click Copy">
    Click "Copy" button or use keyboard shortcut.
  </Step>

  <Step title="Paste Information">
    Lead information is copied to clipboard in formatted text.
  </Step>
</Steps>

Copied information includes:

* Customer name
* Contact details (email, phone)
* Project name
* Apartment details
* Submission date

## Exporting Leads

### Export Options

<Steps>
  <Step title="Select Leads">
    Choose leads to export:

    * Selected leads (checkboxes)
    * All visible leads (after filtering)
    * All leads in project
  </Step>

  <Step title="Choose Format">
    Select export format:

    * **Excel (.xlsx)**: For spreadsheet analysis
    * **CSV**: For import into other systems
    * **JSON**: For API integration
  </Step>

  <Step title="Select Fields">
    Choose which fields to include:

    * Customer information
    * Apartment details
    * Status and dates
    * Notes
    * CRM information
  </Step>

  <Step title="Download Export">
    Click "Export" to generate and download file.
  </Step>
</Steps>

### Export Use Cases

* **Backup**: Regular backups of lead data
* **Analysis**: Import to Excel for analysis
* **Migration**: Export for system migration
* **Reporting**: Generate custom reports

## CRM Integration

### Viewing CRM Status

See CRM integration status for each lead:

* **Sent**: Successfully sent to CRM
* **Not Sent**: Not yet sent (pending or saved only)
* **Failed**: Error during submission
* **Retrying**: Automatic retry in progress

### Manual CRM Actions

For leads not automatically sent:

<Steps>
  <Step title="Select Lead">
    Choose a lead with "Saved Only" or "Failed" status.
  </Step>

  <Step title="Retry CRM Submission">
    Click "Send to CRM" to manually retry.
  </Step>

  <Step title="Open in CRM">
    If CRM is integrated, click "Open in CRM" to view lead in your CRM system.
  </Step>
</Steps>

## Bulk Operations

### Bulk Status Update

Update multiple leads at once:

<Steps>
  <Step title="Select Leads">
    Use checkboxes to select multiple leads.
  </Step>

  <Step title="Choose Action">
    Select "Update Status" from bulk actions menu.
  </Step>

  <Step title="Select New Status">
    Choose the status to apply to all selected leads.
  </Step>

  <Step title="Confirm Action">
    Confirm bulk update. All selected leads are updated.
  </Step>
</Steps>

### Bulk Export

Export multiple leads:

* Select leads with checkboxes
* Choose export format
* Download all selected leads

## Lead Analytics

### Viewing Statistics

Access lead analytics:

* **Total Leads**: Count of all leads
* **By Status**: Breakdown by status
* **By Project**: Leads per project
* **By Date**: Leads over time
* **Conversion Rates**: Leads to sales (if tracked)

### Popular Apartments

See which apartments generate most leads:

* Most inquired apartments
* Lead count per apartment
* Popular apartment types
* Price range analysis

## Troubleshooting

<AccordionGroup>
  <Accordion title="Leads not appearing">
    * Check filters are not hiding leads
    * Verify project selection
    * Refresh the page
    * Check date range filters
  </Accordion>

  <Accordion title="Can't export leads">
    * Verify you have export permissions
    * Check if leads are selected
    * Try different export format
    * Clear browser cache
  </Accordion>

  <Accordion title="Status not updating">
    * Ensure you clicked "Save"
    * Refresh the page
    * Check for validation errors
    * Verify permissions
  </Accordion>
</AccordionGroup>

## Best Practices

<Tip>
  **Regular Review**: Review leads daily to ensure timely follow-up.
</Tip>

<Tip>
  **Organize with Notes**: Use notes to track important information and follow-up actions.
</Tip>

<Tip>
  **Filter Effectively**: Use filters to focus on leads needing attention.
</Tip>

<Tip>
  **Monitor Statistics**: Track lead statistics to understand trends and improve conversion.
</Tip>

## Next Steps

* **[Leads Overview](/en/leads/overview)** - Understand how leads are collected
* **[CRM Integration](/en/crm-integrations/amocrm)** - Connect AmoCRM for automatic processing
* **[Project Management](/en/projects/creation)** - Learn about projects that generate leads