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Leads Overview

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.

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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
Each lead contains:
  • Customer name
  • Email address
  • Phone number
  • Apartment of interest
  • Project information
  • Submission timestamp

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How Leads are Created

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Automatic Collection

Leads are automatically created when:
1

Customer Interaction

A visitor interacts with your embedded floor plan widget.
2

Form Submission

Customer fills out and submits an inquiry form for an apartment.
3

Lead Creation

Gridix automatically creates a lead with all submitted information.
4

Notification

You receive a notification (if enabled) about the new lead.

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Lead Information

Each lead includes:

Customer Details

  • Full name
  • Email address
  • Phone number
  • Preferred contact method

Property Information

  • Project name
  • Apartment number
  • Apartment details (rooms, area, price)
  • Floor number

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Lead Status

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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

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Status Flow

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

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

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Lead Statistics

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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

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Project-Specific Stats

View statistics per project:
  • Leads per project
  • Conversion rates
  • Most popular apartments
  • Lead sources breakdown

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Lead Management Features

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Viewing Leads

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

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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

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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

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CRM Integration

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Automatic CRM Submission

When CRM is configured:
1

Lead Created

New lead is created in Gridix.
2

CRM Submission

Lead is automatically sent to your CRM system.
3

Status Update

Lead status updates to “Sent to CRM” upon success.
4

CRM Processing

Lead appears in your CRM for follow-up.

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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

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Lead Notifications

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Email Notifications

Configure email alerts for:
  • New lead creation
  • Lead status changes
  • CRM submission status
  • Failed submissions

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Real-time Updates

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

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Privacy and Compliance

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Data Protection

Ensure compliance with data protection regulations (GDPR, etc.) when collecting and storing lead information.
Gridix helps with compliance:
  • Secure data storage
  • Encryption in transit
  • Data retention policies
  • Export and deletion options
  • Lead forms include consent checkboxes
  • Privacy policy links
  • Data usage transparency
  • Right to deletion

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Best Practices

Quick Response: Respond to leads promptly for best conversion rates.
Organize Leads: Use status and notes to organize and prioritize leads.
Track Performance: Monitor lead statistics to understand which projects and apartments generate most interest.
CRM Integration: Connect CRM for automatic lead processing and better workflow.

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Next Steps