Leads on the web

Your leads as a spreadsheet you can edit, filter and export.

1. 1The leads sheet

   The counters 1 switch between all leads, customers, channel partners and companies. Filter by assignee, type, status and location 2.

   Columns with a pencil 3 can be edited right in the sheet - double-click a cell. Open sheet 4 opens a full-screen sheet; Export downloads to Excel.

   Add lead 5 opens the new-lead form. Click a name to open the lead.

   pakkalead.in

   12345

2. 2Do everything from the ⋯ menu

   Every row has a ⋯ button in the Action column 1. One click gives you:

   View lead and Edit lead 2; Add note and Schedule follow-up 3; Share lead with a connected agent and Reassign it to a teammate 4.

   Call, Send message, Send project link (share projects and register with the builder in one step), WhatsApp and Copy number 5 - all without opening the lead.

   Mark as Lost 6 closes a lead that won't buy.

   pakkalead.in

   123456

3. 3A lead

   See the requirement, budget and call history. WhatsApp or call 1 straight from the page, add notes in History, and click Edit 2 to change anything.

   pakkalead.in

   12

4. 4Add a lead

   Pick the lead type 1 and source, then fill in the name, phone, customer type, property type, budget and locations. Budgets are in Crores - 0.80 means 80 Lakhs.

   pakkalead.in

   1