Registered Leads

What it’s for

A Lead is a prospective buyer. This page is the register of every one of them, self-registered through the public site or entered here directly, and it’s where a salesperson claims a lead to work it.

Where to find it

Sidebar → Sales → Lead, at /admin/leads.

Who can use it

• See the menu item and open the page — needs view.
• See the lead list — needs get.
• Create, edit, delete a lead — needs create/update/delete.
• Assign or reassign any lead’s PIC, relink an account, and see the leadless-selection alert — needs admin (labelled “lead admin” internally). Without it, you can only claim an unclaimed lead for yourself, or release one you already own — not touch anyone else’s.

On this screen

A table of leads with filters for conversion stage, promoted status, and PIC — plus a “mine” view scoped to your own leads if you’re not a lead admin. If you are, an alert may appear above the table: accounts that picked your developer on the public site but have no matching lead, so no salesperson can be shown to them yet.

How to…

Add a lead

1. Click create.
2. Enter name, email, and phone. Email matters here — it’s how a self-registered account gets matched to a lead later.
3. If you’re a lead admin, you can also assign a PIC while creating it; otherwise it’s created unassigned or under your own name.
4. Save.

Claim or release a lead

1. Open a lead. If it’s unassigned, claim it to become its PIC.
2. If you already own it, you can release it back to the unassigned pool.

Reassign a lead (lead admin only)

1. Open the assign-PIC action on any lead.
2. Pick a sales member, or clear it to unassign. Only active members whose role is marked as a sales role can be picked.

Fix a leadless selection (lead admin only)

1. Open the alert listing accounts with no lead.
2. For an account whose email or phone matches an existing lead, relink that lead to the account.
3. If nothing matches, there’s nothing to relink yet — it resolves on its own the next time that person visits.

Field reference

Field	Notes
Name, email, phone	Required. Phone must be a valid Indonesian mobile number
PIC (sales owner)	Set on create only by a lead admin; changed afterward through the assign-PIC action, not the edit form

Rules & statuses

Conversion (Untouched / In Progress / Sold) is derived from the lead’s sales activity, not something you set directly. Promoted is a sub-state of “Sold” — it only happens once the lead has been turned into an actual resident, from the Sales Activity page, and only once.

Ownership is scoped: without lead admin, a lead you don’t own and that isn’t unclaimed simply isn’t visible to you, let alone editable.

Related pages

• Sales Activity — where a lead is paired with a unit and moved through New, Reserve, and BFR, and where promotion actually happens.
• Residents — promoting a lead creates its resident record here.
• See the full marketing & sales flow → — how a lead here first gets recorded from a public enquiry.