> ## 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.

# Leads Overview

> Understand the Gridix lead management system and how leads are collected

Gridix automatically collects leads when visitors interact with your embedded floor plans. This guide explains how the lead system works and what information is captured.

## What are Leads?

Leads are potential customers who have shown interest in your apartments by:

* Submitting an inquiry form
* Requesting more information
* Clicking "Contact" on an apartment
* Booking a viewing

<Check>
  Each lead contains:

  * Customer name
  * Email address
  * Phone number
  * Apartment of interest
  * Project information
  * Submission timestamp
</Check>

## How Leads are Created

### Automatic Collection

Leads are automatically created when:

<Steps>
  <Step title="Customer Interaction">
    A visitor interacts with your embedded floor plan widget.
  </Step>

  <Step title="Form Submission">
    Customer fills out and submits an inquiry form for an apartment.
  </Step>

  <Step title="Lead Creation">
    Gridix automatically creates a lead with all submitted information.
  </Step>

  <Step title="Notification">
    You receive a notification (if enabled) about the new lead.
  </Step>
</Steps>

### Lead Information

Each lead includes:

<CardGroup cols={2}>
  <Card title="Customer Details">
    * Full name
    * Email address
    * Phone number
    * Preferred contact method
  </Card>

  <Card title="Property Information">
    * Project name
    * Apartment number
    * Apartment details (rooms, area, price)
    * Floor number
  </Card>
</CardGroup>

## Lead Status

### Status Types

Leads can have different statuses:

* **Pending**: Newly created, awaiting processing
* **Sent to CRM**: Successfully sent to integrated CRM system
* **Saved Only**: Saved in Gridix but not sent to CRM
* **Failed**: Failed to send to CRM (will retry)
* **Cancelled**: Lead cancelled or invalid

### Status Flow

```
Pending → Sent to CRM → (CRM processing)
   ↓
Saved Only (if CRM not configured)
   ↓
Failed (if CRM error) → Retry → Sent to CRM
```

## Lead Sources

Leads can come from various sources:

* **Website Widget**: Embedded floor plan on your website
* **Direct Link**: Shared project link
* **Custom Domain**: Leads from custom domain
* **Mobile App**: If using mobile application

<Info>
  All leads are tracked with their source, helping you understand which channels are most effective.
</Info>

## Lead Statistics

### Dashboard Overview

The Leads tab shows:

* **Total Leads**: All leads across all projects
* **Pending**: Leads awaiting processing
* **Sent to CRM**: Successfully integrated leads
* **Saved Only**: Leads saved but not sent
* **Failed**: Leads with delivery errors
* **Cancelled**: Cancelled leads

### Project-Specific Stats

View statistics per project:

* Leads per project
* Conversion rates
* Most popular apartments
* Lead sources breakdown

## Lead Management Features

### Viewing Leads

Access leads from:

* **Leads Tab**: All leads in one place
* **Project View**: Leads filtered by project
* **Lead Details**: Individual lead information

### Filtering Leads

Filter leads by:

* **Project**: Show leads from specific projects
* **Status**: Filter by lead status
* **Date Range**: Leads from specific time period
* **Apartment**: Leads for specific apartments
* **Source**: Filter by lead source

### Lead Actions

Available actions on leads:

* **View Details**: See full lead information
* **Add Notes**: Internal notes for team
* **Update Status**: Change lead status manually
* **Copy Information**: Copy lead details
* **Open in CRM**: Direct link to CRM (if integrated)
* **Cancel Lead**: Mark lead as cancelled

## CRM Integration

### Automatic CRM Submission

When CRM is configured:

<Steps>
  <Step title="Lead Created">
    New lead is created in Gridix.
  </Step>

  <Step title="CRM Submission">
    Lead is automatically sent to your CRM system.
  </Step>

  <Step title="Status Update">
    Lead status updates to "Sent to CRM" upon success.
  </Step>

  <Step title="CRM Processing">
    Lead appears in your CRM for follow-up.
  </Step>
</Steps>

### Manual CRM Sync

For leads that failed or were saved only:

* Manually retry CRM submission
* Export and import to CRM
* Copy lead information for manual entry

## Lead Notifications

### Email Notifications

Configure email alerts for:

* New lead creation
* Lead status changes
* CRM submission status
* Failed submissions

### Real-time Updates

* Dashboard updates in real-time
* New leads appear immediately
* Status changes reflect instantly

## Privacy and Compliance

### Data Protection

<Warning>
  Ensure compliance with data protection regulations (GDPR, etc.) when collecting and storing lead information.
</Warning>

Gridix helps with compliance:

* Secure data storage
* Encryption in transit
* Data retention policies
* Export and deletion options

### Customer Consent

* Lead forms include consent checkboxes
* Privacy policy links
* Data usage transparency
* Right to deletion

## Best Practices

<Tip>
  **Quick Response**: Respond to leads promptly for best conversion rates.
</Tip>

<Tip>
  **Organize Leads**: Use status and notes to organize and prioritize leads.
</Tip>

<Tip>
  **Track Performance**: Monitor lead statistics to understand which projects and apartments generate most interest.
</Tip>

<Tip>
  **CRM Integration**: Connect CRM for automatic lead processing and better workflow.
</Tip>

## Next Steps

* **[Lead Management](/en/leads/management)** - Learn how to manage and filter leads
* **[CRM Integration](/en/crm-integrations/amocrm)** - Connect AmoCRM for automatic lead processing
* **[Widget Configuration](/en/widgets/embedding)** - Configure lead collection forms