#Capturing & Managing Leads

Every great project starts with a conversation. A lead is simply a potential client who has shown interest in getting their space designed -- whether they called your office, filled out a form on your website, or were referred by a happy customer. Igolo Interior helps you capture these leads, track every interaction, and guide them through your sales process until they become a signed client.

#The Lead Pipeline

When you open Lead Management from the sidebar, you will see your pipeline -- a visual board that shows every lead organized by where they are in your sales process.

The pipeline has seven stages, displayed as columns from left to right:

Each column shows a count of how many leads are in that stage, so you can see at a glance where your pipeline is healthy and where it needs attention.

You can also switch to a Table View using the toggle in the top-right corner if you prefer a spreadsheet-style list.

#Creating a New Lead

Click the Create Lead button on the Leads page. The form walks you through everything you need to capture.

#Client Info

• Full Name (required) -- The client's name as they would like to be addressed.
• Phone Number (required) -- Their primary contact number.
• Alternate Phone -- A secondary number (spouse, family member).
• Email -- Useful for sending quotation PDFs later.
• Company Name -- Fill this in for commercial or office projects.

#Project Info

• Location (required) -- Start typing the address and select from the suggestions that appear. This helps you track where your projects are concentrated.
• Property Type -- Apartment, Villa, Independent House, Penthouse, Studio, Office, Retail, or Other.
• BHK Configuration -- 1 BHK through 4+ BHK, or Other.
• Property Status -- Under Construction, Ready to Move, Occupied, Renovation, or Other.
• Carpet Area -- The size in square feet.
• Floor Number -- Which floor the property is on.

#Scope of Work

Select what the client is interested in getting done. You can pick multiple options:

Full Home Interior, Kitchen, Living Room, Bedroom(s), Bathroom(s), False Ceiling, Painting, Electrical, Flooring, Furniture Only, Modular Kitchen, Wardrobe, TV Unit, Study Room, Pooja Room.

#Budget and Preferences

• Budget Range -- From "Under 5 Lakhs" to "Above 1 Crore".
• Design Style -- Modern, Contemporary, Minimalist, Traditional, and more.
• Timeline -- How soon the client wants to start (Immediately, Within 1 Month, 1-3 Months, etc.).

#Source and Assignment

• Lead Source (required) -- Where did this lead come from? Website, Referral, Instagram, Facebook, Google Ads, Walk-in, Real Estate Partner, Just Dial, Housing.com, or Other.
• Referral Name -- If the source is "Referral," enter who referred them.
• Assigned To -- Which team member will handle this lead. If you leave it blank, the lead is automatically assigned to you.
• Priority -- Low, Medium, High, or Urgent.

#Scheduling

• Possession Date -- When the client expects to have the property ready.
• Site Visit Availability -- When can your team visit? Weekdays, Weekends, Anytime, or Not Available.

#Additional Details

• Notes -- Any internal notes for your team (the client will not see these).
• Special Requirements -- Things like Vastu compliance, pet-friendly materials, or accessibility needs.
• Floor Plan -- Upload a floor plan image or PDF if the client has one.

Once you have filled in the details, click Create Lead. You will be taken back to the pipeline where your new lead appears in the "New" column.

Tip: You do not have to fill in every field right away. Name, phone number, location, and lead source are the essentials. You can always update the rest later.

#Moving Leads Through the Pipeline

As you work with a lead, update their status to reflect reality:

1. New to Contacted -- You have made the first call or sent the first message.
2. Contacted to Meeting Scheduled -- The lead is interested and you have set up a meeting or site visit.
3. Meeting Scheduled to Proposal Sent -- You have created and sent them a quotation.
4. Proposal Sent to Negotiation -- They are reviewing the quote and discussing changes.
5. Negotiation to Converted -- They have approved the quotation and you are ready to start the project.

You can move leads by dragging them on the pipeline board, or by opening the lead's detail page and changing the status from the dropdown.

A lead can be marked as Lost from any stage (except Converted). If a lost lead comes back later, you can move them back to "Contacted" and pick up where you left off.

Important: Only Managers and Admins can convert a lead to a client. The Convert button only appears when at least one quotation has been approved.

#Logging Activities

Every call, meeting, email, and site visit should be logged. This creates a complete history of your relationship with each lead -- invaluable when someone else on your team needs to pick up where you left off.

#How to Log an Activity

1. Open the lead's detail page by clicking on their card.
2. Go to the Activity tab.
3. Click Add Activity.
4. Choose the type:

• Call -- Phone conversations
• Email -- Emails you sent or received
• Meeting -- In-person or virtual meetings
• Note -- Internal reminders or observations
• Site Visit -- On-site visits for measurements or assessments

1. Write a description of what happened.
2. Click Save.

Your activity appears at the top of the timeline, with the newest entries first.

#What Makes a Good Activity Log?

Be specific and actionable. Instead of writing "Called client," try something like:

• "Called at 3:15 PM. Discussed 3BHK apartment in Whitefield. Client interested in modular kitchen and wardrobes. Wants quotation by Friday."
• "Site visit at Prestige Lakeside. 1450 sqft, 12th floor. All room measurements taken. False ceiling needed in living room and master bedroom. Photos uploaded."
• "Client traveling until March 15. Do not call before then. Will follow up after."

#Tips for Better Lead Management

• Follow up fast. Contact new leads within 24 hours. The sooner you reach out, the better your chances of converting them.
• Update the status promptly. Move the lead to the right stage as soon as the real-world action happens -- not days later.
• Always log your interactions. Even a quick "no answer" call is worth recording. It shows your team is actively working the pipeline.
• Add notes about preferences. Small details like "prefers WhatsApp over calls" or "wife makes the design decisions" help your team personalize the experience.
• Do not be afraid to mark leads as Lost. It clears your pipeline so you can focus on the leads that are actually moving forward. You can always re-engage lost leads later.

#Importing Leads from a CSV File

If you have a list of leads in a spreadsheet, you can import them all at once:

1. Click the Import Leads button (the upload icon) on the Leads page.
2. Select your CSV file. The first row must contain column headers.
3. The system will parse the file and show you how many leads were found.
4. Refresh the page to see the imported leads in your pipeline.

Tip: Clean up your spreadsheet before importing. Make sure phone numbers are in a consistent format and names are properly capitalized.

#Searching and Filtering Leads

As your pipeline grows, you will want to find specific leads quickly.

• Source -- Show only leads from a specific channel (e.g., Instagram, Referral).
• Status -- Focus on a single pipeline stage.
• Assigned To -- See only one team member's leads.

You can combine filters for targeted views. For example, show all "New" leads from "Instagram" to see fresh social media inquiries that need first contact.

Click Clear to reset all filters and see your full pipeline again.