Lead Management Dashboard

The BSTD Lead Management Dashboard is a full-featured CRM interface designed for transport, logistics, and packers-and-movers businesses. It gives your sales team complete visibility over every inquiry — from first touch to final conversion — with real-time filtering, bulk actions, UTM tracking, device analytics, and automated reminder workflows.

This guide covers every feature, button, and data field so your team can operate the dashboard with confidence and never miss a revenue opportunity.

Dashboard Stats & KPIs

At the top of the page, six stat cards give you an instant pulse on your pipeline. Click any card to filter the lead list by that status instantly.

• Total Leads — The complete count of all inquiries in the system. Click to reset the status filter and view everything.
• Converted — Leads that have become paying customers. Click to isolate converted prospects for post-sale analysis.
• Pending — Active leads still in the nurturing or quotation phase. Click to focus on prospects requiring follow-up.
• Cancelled — Leads that did not convert. Click to review lost opportunities and identify patterns.
• Avg Score — The arithmetic mean of all lead scores (0–100). Use this to gauge overall pipeline quality at a glance.
• Hot / Missed — Two critical counters:Hotflags high-priority leads, whileMissedhighlights leads that slipped through the cracks.

Each stat card is interactive: clicking it toggles the corresponding status filter on or off, and an "ACTIVE" badge appears when a filter is engaged. Cards also feature gradient icon backgrounds for quick visual recognition.

Search & Advanced Filters

The filter panel is designed for high-volume lead environments. It supports real-time text search, date ranges, and 12+ advanced filter dimensions.

Quick Search

The search bar filters across six fields simultaneously: lead name, phone number, inquiry ID, email address, assigned agent name, and tags. Results update instantly as you type — no page reload required.

Date Range

Use the Start Date and End Date pickers to filter leads by their shifting date. This is ideal for capacity planning and scheduling operations around confirmed move dates.

Advanced Filters

Click "Show Advanced Filters" to reveal the full filter matrix:

• Status — Pending, Converted, or Cancelled.
• Priority — Low, Normal, High, or Urgent. Color-coded badges make priority levels instantly recognizable.
• Assigned To — Filter by agent name. The dropdown auto-populates from all unique assignees in your database.
• Tags — Filter by any custom tag (e.g., hot,referral,repeat). Tags are user-defined and fully flexible.
• Source Platform — Filter by where the lead originated (e.g., Google Ads, Facebook, organic, direct).
• Campaign — Filter by marketing campaign name. Auto-populated from your lead data.
• Lead Score Range — Set a minimum and maximum score (0–100) to isolate leads within a specific quality band.
• Tracking ID Filters — Toggle buttons to show only leads that containGCLID,FBCLID, orTTCLIDvalues. Essential for attribution analysis.

Active filters are displayed as removable chips below the stats row, showing the exact count of active filters. A single "Clear all" button resets every filter dimension in one click.

Sorting & Organization

Leads can be sorted across five dimensions with ascending or descending order. Use the sort dropdown and the arrow toggle button to control your view.

• Date — Sort by creation date (default: newest first).
• Score — Sort by lead quality score to surface the highest-value prospects.
• Name — Alphabetical sorting by customer name for quick manual lookup.
• Shifting Date— Sort by the customer's requested move date to prioritize upcoming jobs.
• Priority — Sort by urgency level (Urgent → High → Normal → Low) to ensure critical leads are handled first.

The sort direction toggle button rotates an arrow icon 180° to indicate ascending vs. descending order, with a tooltip on hover for clarity.

Lead Cards & Quick Actions

Each lead is rendered as a rich, expandable card containing all contact data, metadata, and action buttons. Cards are displayed in a responsive 2-column grid on large screens and single-column on mobile.

Card Header

• Selection Checkbox — Click the square icon to add the lead to your bulk selection. Checked leads show a blue checkmark.
• Customer Name — Bold, prominent display for instant recognition.
• Status Badge — Color-coded: amber for Pending, emerald for Converted, red for Cancelled. Includes a matching icon.
• Priority Badge — Border-styled tag showing Low (slate), Normal (blue), High (orange), or Urgent (red).
• Lead Score — Violet badge with a star icon, showing the 0–100 quality score.
• Hot / Missed Badges — Appear in the top-right corner of the card. HOT (red flame icon) indicates high-priority leads. MISSED (blue) flags leads requiring immediate attention.
• Route Summary — Shows pickup location → drop location, plus shifting type and shifting date.
• Assigned Agent & Tags — Inline chips showing the responsible agent and all attached tags.
• Timestamp — Creation date and time in DD/MM/YYYY, HH:MM format.

Status Dropdown

A native select dropdown in the card header lets you change a lead's status (Pending → Converted → Cancelled) with a single click. The update is sent to the API immediately, and a loading spinner appears on the card while syncing.

Communication Buttons

Three one-click action buttons are always visible:

• Call — Initiates a phone call viatel:protocol. Hover state turns the button blue.
• WhatsApp— Opens WhatsApp Web/App with the customer's number pre-filled (auto-prefixed with +91 for India). Hover state turns emerald.
• Email — Appears only if an email address is present. Opens the default mail client viamailto:.

Card Body

The body displays the inquiry ID, phone number, email, and location in a clean 2-column grid. If the lead includes a customer message, it appears in a highlighted quote block below the grid.

Card Actions

• Show / Hide Details — Expands the card to reveal five detail tabs (see below).
• Notes — Opens a modal to view and add notes. The button shows the current note count in parentheses.
• Reminders — Opens a modal to schedule follow-ups. Shows the reminder count.
• Edit — Opens the full lead editor modal for status, priority, assignment, tags, and score.
• Delete — Triggers a confirmation modal before permanently removing the lead.

Expanded Detail Tabs

Clicking "Show Details" expands the card to reveal five information tabs. Each tab is a dedicated data view, keeping the interface clean while providing deep context when needed.

Overview Tab

Displays geo and conversion metadata in a 3-column grid: City, Region, Country, Postal Code, Client IP, Latitude/Longitude, Keyword, Ad Name, and Conversion Time. This is the fastest way to verify where a lead came from and when they converted.

Tracking Tab

The complete UTM and attribution dataset. Fields include:

• UTM Source, Medium, Campaign, Term, Content, and ID
• GCLID,FBCLID,TTCLID— highlighted in color when present (emerald, indigo, rose respectively)
• GBRAID andWBRAIDfor iOS 14.5+ Google Ads attribution
• Landing Page, Referrer, and Source URL (truncated with hover potential)

Device Tab

Full session and device fingerprinting for technical support and fraud detection: Browser (+ version), OS (+ version), Device Type / Vendor / Model, Language, Screen Resolution, Timezone, Connection Type, Page Views, Session Duration (in seconds), Session ID, and Visitor ID.

Notes Tab

Inline view of all notes attached to the lead, with timestamps and delete buttons. No modal required — notes are visible and editable directly inside the expanded card.

Reminders Tab

Inline view of all reminders with smart status classification:

• Upcoming (amber badge) — Future-dated reminders that are still pending.
• Completed (emerald badge + border) — Reminders marked as done, showing the completion timestamp.
• Overdue (red badge + border) — Past-due reminders that require immediate action.

Each reminder row includes a "Mark Complete" check-circle button and a "Delete" trash button for full lifecycle management without leaving the card.

Notes System

The Notes feature lets your team maintain a chronological log of every interaction, requirement, or observation related to a lead. Notes are stored with an automatic timestamp and are visible to all authorized users.

• Add Note— Click the Notes button on any lead card to open a modal. Type your observation and click "Add Note". The note is saved via API and the card refreshes automatically.
• View Notes— Existing notes appear in reverse chronological order inside the modal and the expanded card's Notes tab. Each note shows the exact date and time in DD/MM/YYYY, HH:MM:SS format.
• Delete Note — A trash icon beside each note allows instant deletion. No confirmation modal is shown for individual note deletion to keep the workflow fast, but the action is logged server-side.

Use notes to record: pricing discussions, competitor mentions, special handling requirements, customer preferences, follow-up outcomes, and internal handoff details.

Reminders & Follow-ups

The Reminder system is your safety net against forgotten follow-ups. Schedule callbacks, quotation deadlines, site visits, or payment follow-ups with precise date and optional time values.

• Create Reminder— Open the Reminder modal, enter descriptive text (e.g., "Call back after 3 PM for pricing"), pick a date, and optionally set a time. Click "Add Reminder" to save.
• Smart Status — Reminders are auto-classified by the system based on the current date/time:
  • Upcoming — Date is in the future.
  • Overdue — Date has passed and status is still pending.
  • Completed — Manually marked as done.
• Mark Complete— Click the green check-circle icon on any pending reminder. The status flips to "completed" and the completion timestamp is recorded.
• Delete Reminder — Click the red trash icon to remove a reminder permanently. Useful for cleaning up after rescheduling or cancellation.

Reminder counts are displayed on the card button in real time, so you can see at a glance which leads have pending follow-ups without expanding every card.

Editing Lead Properties

The Edit Lead modal provides granular control over five core properties. All changes are saved via a single API call and reflected immediately in the dashboard.

• Status — Dropdown with Pending, Converted, and Cancelled options. Changing status here is equivalent to using the card header dropdown.
• Priority — Dropdown with Low, Normal, High, and Urgent. Use this to flag leads that need accelerated handling.
• Assigned To— Free-text input for the agent name or email. This field drives the "Assigned To" filter and badge.
• Tags — Comma-separated input. Enter multiple tags likehot, referral, repeatand they are split, trimmed, and stored as an array. Tags power both filtering and visual identification.
• Lead Score — Numeric input (0–100) with a visual range slider. The score is clamped to the 0–100 range on save. Use this to quantify lead quality based on your internal criteria (budget, timeline, location, source quality, etc.).

Bulk Operations

When you need to action multiple leads at once, the bulk operations bar appears automatically above the lead list. Select leads using the checkboxes on each card, or click "Select all visible" to select every lead currently in the filtered view.

Available Bulk Actions

• Mark Converted— Turns all selected leads into "Converted" status. Ideal for end-of-month batch closures.
• Mark Pending— Reverts or confirms selected leads as "Pending". Useful when re-engaging cold leads.
• Mark Cancelled — Bulk-cancels leads that are definitively lost, keeping your pipeline clean.
• Assign — Opens a modal to enter an agent name. All selected leads are reassigned to that agent in one API call.
• Delete — Opens a confirmation modal showing the exact count of leads to be deleted. This action is permanent.
• Clear Selection — Deselects all leads and hides the bulk action bar.

The bulk bar displays the live selection count and uses color-coded buttons (emerald, amber, red, blue, rose) for instant visual recognition of each action's severity and purpose.

Export & Conversion Tracking

The Export modal generates CSV downloads formatted for four distinct use cases. All exports respect the current filter state — only visible leads are exported.

General CSV Export

A comprehensive 30-column CSV containing every field: inquiry_id, name, phone, email, status, priority, assigned_to, tags, lead_score, shifting_type, pickup_location, drop_location, shifting_date, message, created_at, city, region, country, utm_source, utm_medium, utm_campaign, source_platform, gclid, fbclid, ttclid, browser, os, device_type, page_views, and session_duration. Use this for CRM imports, data backups, or Excel analysis.

Google Ads Conversion Export

Formatted specifically for Google Ads offline conversion uploads. Columns: gclid, conversion_date_time, conversion_value (1), conversion_currency (INR), email, phone, name. Only leads with a GCLID are included. The count is shown in parentheses before export. If no GCLIDs exist, an alert notifies you.

Facebook Conversion Export

Formatted for Facebook Conversions API (CAPI) offline event uploads. Columns: fbclid, event_time, event_name ("Lead"), email, phone, name, value (1), currency (INR). Only leads with FBCLID are included. Essential for iOS 14.5+ attribution recovery.

TikTok Conversion Export

Formatted for TikTok Events API. Columns: ttclid, event_time, event_name ("SubmitForm"), email, phone, name. Only leads with TTCLID are included. Enables TikTok Ads attribution for leads generated via TikTok campaigns.

Pincode Checker

A standalone utility panel below the filters allows quick lookup of Indian postal codes. Enter any 6-digit pincode and click "Check Pincode" (or press Enter) to resolve the corresponding city and state.

• Validation — Only numeric input is accepted, capped at 6 characters. Invalid inputs trigger a red error message.
• Result Display — Valid pincodes return a two-column result card showing District (City) and State.
• Not Found— If the pincode is not in the database, a clear "Pincode not found or invalid" message is shown.

Use this tool during phone calls to instantly verify customer locations, estimate serviceability, or cross-check addresses against the lead's geo data.