The client list

Introduction

CRM › Clients is every enquiry your company holds, one row per client per project. What you see follows your access: a sales executive sees their own clients, a manager sees their team’s, an admin sees everyone’s. The page is built around the next follow-up, so the chips at the top sort clients by what needs doing rather than by a pipeline stage.

Finding clients

1. Click a status chip to narrow the list. Each chip shows a live count: All, New (not yet contacted), Unassigned (the handler was deactivated), Open (everything except dumped and successful), Pending follow-up (overdue, or nothing scheduled), Today’s follow-up, Future follow-up, Called today, Site visit done, Attempted (no response or not connected), Dumped and Successful. Click the active chip again to go back to All.
2. Type in Search clients… to search by name, mobile number, email or company. The search runs on the server, so it covers every page, not just the one on screen.
3. Pick a project in the All projects dropdown to see one project at a time.
4. Click Filters for more: Lead source, Project, Property type, Employee (who the client is assigned to), Response type, Sub-response type, and the Enquiry date and Follow-up date ranges. Click Apply filters; the button turns green with a count while filters are on, and Reset clears them.
5. Use the view toggle on the right to switch between cards, the table and a compact list.

The Filters dialog

Card, table and list views

The card view (the default) shows the name, status, project, unit type, budget, enquiry date, last activity and who the client is assigned to, with quick icons to call, WhatsApp, email or open the client. The list view adds the last response and the next follow-up in one line.

The table view has every column: follow-up, enquiry date, source, campaign, client, mobile, email, remarks, status, project, unit type, budget, temperature, response and sub-response, dump reason, last and next follow-up, booked project, owner, assigned to, manager and more. For a builder it also shows Direct / CP, that is whether the enquiry came direct or through a channel partner firm. Scroll sideways to see them all.

Selecting clients

Tick the box on a card or row to select it; Select all selects the page on screen (50 clients). Once something is selected, two buttons appear next to the chips: Transfer moves the clients to a colleague (see Assigning and transferring clients) and Delete sends them to Trash (see Dumped and deleted clients).