Lead Management
This guide covers all aspects of managing leads in Gridix, from viewing and filtering to adding notes and exporting data.Accessing Leads
Leads Dashboard
1
Navigate to Leads
Click “Leads” in the admin dashboard sidebar.
2
View Dashboard
See overview with statistics and lead list.
Lead Statistics
The dashboard shows real-time statistics:Total Leads
All leads across all your projects.
Pending
New leads awaiting processing.
Sent to CRM
Successfully sent to your CRM system.
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
1
Open Filters
Click “Filters” or use the filter panel.
2
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
3
Apply Filters
Click “Apply” to filter the lead list.
4
Clear Filters
Click “Clear” to remove all filters.
Search Functionality
Search leads by:- Customer name
- Email address
- Phone number
- Apartment number
- Project name
Managing Lead Status
Updating Status
1
Select Lead
Click on a lead in the list.
2
Change Status
Use status dropdown to select new status:
- Pending
- Sent to CRM
- Saved Only
- Failed
- Cancelled
3
Save Status
Status is updated immediately.
Status Workflow
Recommended workflow:- New Lead → Status: Pending
- Processing → Review lead information
- CRM Integration → Status: Sent to CRM (if integrated)
- Follow-up → Add notes and update as needed
- Resolved → Mark as processed or cancelled
Adding Notes
Internal Notes
Add notes for team members:1
Open Lead
Click on a lead to view details.
2
Add Note
Click “Add Note” or “Edit Notes” button.
3
Enter Note
Type your note:
- Customer preferences
- Follow-up actions
- Important information
- Team communications
4
Save Note
Note is saved and visible to all team members.
Notes are internal only and not visible to customers.
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
1
Select Lead
Choose the lead you want to copy.
2
Click Copy
Click “Copy” button or use keyboard shortcut.
3
Paste Information
Lead information is copied to clipboard in formatted text.
- Customer name
- Contact details (email, phone)
- Project name
- Apartment details
- Submission date
Exporting Leads
Export Options
1
Select Leads
Choose leads to export:
- Selected leads (checkboxes)
- All visible leads (after filtering)
- All leads in project
2
Choose Format
Select export format:
- Excel (.xlsx): For spreadsheet analysis
- CSV: For import into other systems
- JSON: For API integration
3
Select Fields
Choose which fields to include:
- Customer information
- Apartment details
- Status and dates
- Notes
- CRM information
4
Download Export
Click “Export” to generate and download file.
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:1
Select Lead
Choose a lead with “Saved Only” or “Failed” status.
2
Retry CRM Submission
Click “Send to CRM” to manually retry.
3
Open in CRM
If CRM is integrated, click “Open in CRM” to view lead in your CRM system.
Bulk Operations
Bulk Status Update
Update multiple leads at once:1
Select Leads
Use checkboxes to select multiple leads.
2
Choose Action
Select “Update Status” from bulk actions menu.
3
Select New Status
Choose the status to apply to all selected leads.
4
Confirm Action
Confirm bulk update. All selected leads are updated.
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
Leads not appearing
Leads not appearing
- Check filters are not hiding leads
- Verify project selection
- Refresh the page
- Check date range filters
Can't export leads
Can't export leads
- Verify you have export permissions
- Check if leads are selected
- Try different export format
- Clear browser cache
Status not updating
Status not updating
- Ensure you clicked “Save”
- Refresh the page
- Check for validation errors
- Verify permissions
Best Practices
Next Steps
- Leads Overview - Understand how leads are collected
- CRM Integration - Connect AmoCRM for automatic processing
- Project Management - Learn about projects that generate leads