Lead Management

Path: /d4d/leads
Access Level: All D4D Users

Overview

The Lead Management page is your central hub for organizing, filtering, searching, and managing all captured leads. It provides powerful tools for tracking your pipeline from initial capture to closed deal.

Page Layout

Header Section

Total lead count
Active filters indicator
Search bar
View toggle (List/Grid)
Sort dropdown
Action buttons (Import, Export, Bulk Actions)

Filters Panel (Left Sidebar)

Status filter
Priority filter
Distress score range
Property type
Date range
GPS location filter
Custom filters

Leads List/Grid (Main Area)

Lead cards or table rows
Infinite scroll/pagination
Selection checkboxes
Quick actions per lead

Details Panel (Right Sidebar - Optional)

Quick preview of selected lead
Key information
Quick edit options
Actions menu

Lead List View

Lead Card Components

Each lead displays:

Header:

Property address (clickable)
Status badge
Priority indicator

Details:

Property type icon + label
Distress score (1-10) with color coding
Capture date (relative time)
GPS coordinates icon (if available)

Photos:

Thumbnail of primary photo
Photo count badge

Actions:

View details
Edit lead
Change status
Change priority
Delete
More actions menu

Status Badges

Status	Color	Meaning
🟢 New	Green	Just captured, not yet contacted
🟡 Researching	Yellow	Looking up property/owner info
🔵 To Contact	Blue	Ready for outreach
🟣 Contacted	Purple	Initial contact made
🟠 Qualified	Orange	Potential deal identified
🟤 Offer Made	Brown	Offer submitted
💚 Under Contract	Teal	Deal in progress
✅ Deal	Green	Successfully closed
⚫ Archived	Gray	Removed from active pipeline
🔴 Dead	Red	Not interested/not viable

Priority Indicators

🔴 High Priority - Hot leads requiring immediate action
🟡 Medium Priority - Qualified leads for follow-up
🟢 Low Priority - Long-term prospects

Filtering Leads

Quick Filters (Top Bar)

Preset Filters:

All Leads
Active (excludes archived, dead, deal)
Hot Leads (high priority + high distress)
Needs Contact
Followed Up
This Week
This Month

Advanced Filters (Left Panel)

By Status

Multi-select checkbox list
Shows count per status
"Select All" / "Clear" options

By Priority

High, Medium, Low
Multi-select

By Distress Score

Slider control (1-10 range)
Min/max values
Visual distribution graph

By Property Type

Grouped categories
Residential, Commercial, Land, Other
Expandable sub-types

By Date Range

Presets:
- Today
- Yesterday
- Last 7 days
- Last 30 days
- Last quarter
- Last year
Custom Range:
- Start date picker
- End date picker
- Apply button

By Location

Has GPS coordinates
Missing GPS coordinates
Within radius of address/coords
By neighborhood (if tracked)

By Photos

Has photos
No photos
Minimum photo count

By User (Organization View)

Filter by team member
Filter by team
My leads only

Filter Combinations

All filters work together (AND logic)
Active filters shown as chips
Clear individual filter (X on chip)
Clear all filters button
Save custom filter sets

Searching Leads

Search Field Features

Location: Top center of page

Search Capabilities:

Property address
City, state, ZIP
Owner name
Notes content
Property type
Status

Search Behavior:

Real-time search as you type
Minimum 2 characters to trigger
Debounced (300ms delay)
Highlights matching text
Case-insensitive
Partial matching supported

Keyboard Shortcut: / or Ctrl+F

Search Tips

Use quotes for exact phrases: "main street"
Multiple terms: foreclosure vacant
Combine with filters for precision
Clear search to reset

Sorting Leads

Sort Options

Dropdown Menu (Top Right):

Newest First (Default)
Oldest First
Highest Distress (10 → 1)
Lowest Distress (1 → 10)
Priority (High → Medium → Low)
Status (Custom order)
Address (A → Z)
Recently Modified
Most Photos

Secondary Sort:

Automatically applied after primary sort
Example: Sort by Priority, then by Date

Remember Preference:

System saves your last sort choice
Applied automatically on next visit

Bulk Actions

Selecting Multiple Leads

Methods:

Individual: Check boxes on lead cards
Select All: Checkbox in header
Select Range: Shift+Click
Select by Filter: Apply filter, then Select All

Selection Counter:

Shows count of selected leads
Appears in top bar when selections made

Available Bulk Actions

1. Update Status

Select multiple leads
Choose "Update Status" from Bulk Actions menu
Select new status
Confirm
All selected leads updated

2. Update Priority

Similar to status update
Change multiple priorities at once

3. Add Tags

Apply custom tags to multiple leads
Useful for categorization

4. Assign to User

Assign leads to team member
Good for distribution

5. Export Selected

Export to CSV
Choose fields to include
Download file

6. Bulk Delete

Delete multiple leads
Confirmation required
Cannot be undone

7. Archive

Move to archived status
Remove from active pipeline
Can be restored later

Bulk Edit Dialog

Steps:

Select leads (checkboxes)
Click "Bulk Actions" button
Choose action from dropdown
Configure action (new values)
Preview changes
Confirm
Processing indicator
Success notification

Lead Detail View

Access: Click on lead card or address

Detail Page Sections

1. Header

Property address (large)
Status dropdown (quick change)
Priority dropdown (quick change)
Edit button
Delete button
More actions menu

2. Photos Gallery

Large primary photo
Thumbnail gallery below
Lightbox view (click to expand)
Previous/Next navigation
Download photos
Delete photos
Upload more photos
Reorder photos (drag and drop)

3. Property Information Card

Location:

Full address
GPS coordinates (if available)
Map button (show on map)
Directions button (open in maps app)

Property Details:

Property type
Distress score (with visual gauge)
Condition description
Estimated value
Square footage
Bedrooms / Bathrooms
Year built
Lot size

4. Distress Indicators

Checked indicators from capture
Visual list with icons
Edit button

5. Owner Information Card

Owner name
Contact phone
Contact email
Mailing address
Absentee owner flag
Lookup button (skip tracing)

6. Financial Information

Tax assessment
Annual taxes
Estimated value
Mortgage status
Liens (if any)
County lookup button

7. Notes & Activity Timeline

Notes Section:

All notes chronologically
Author and timestamp
Rich text formatting
Edit/delete own notes
Add new note button

Activity Timeline:

Lead created
Status changes
Priority changes
Photos added
Notes added
Contacted dates
Offers made
Contract dates

Neighborhood info (if tracked)
Nearby leads
Comparable properties
Market statistics

9. Actions Panel

Quick Actions:

Schedule follow-up
Add to route
Share with team
Export lead
Duplicate lead
Archive lead
Delete lead

Conversion Workflow:

Convert to deal
Create contract
Add to CRM
Export to wholesaler

Lead Import

CSV Import

Access: Click "Import" button on leads page

Process:

Download CSV template
Fill in lead data
Upload file
Map columns to fields
Validate data
Review preview
Confirm import
Processing
Summary report

Required Fields:

Property address
City
State
ZIP code

Optional Fields:

Property type
Distress score
Priority
Status
Notes
Owner info
GPS coordinates

Import Validation:

Duplicate detection
Address validation
Format checking
Error reporting
Skip invalid rows option

Bulk Import Limits:

1,000 leads per import (standard)
10,000 leads (enterprise)
Batched processing for large imports

Import from Other Sources

Integrations:

PropStream
DealMachine
REIPro
ListSource
Custom API

Lead Export

Export Options

File Formats:

CSV (recommended for Excel)
Excel (.xlsx)
JSON (for developers)
PDF (for printing)

Export Scope:

All leads
Filtered leads
Selected leads
Date range

Field Selection:

All fields
Custom field selection
Template saved exports

Export Process:

Click "Export" button
Choose format
Select fields
Apply filters (if needed)
Click "Generate Export"
Download file

Scheduled Exports

Enterprise Feature:

Daily/weekly/monthly exports
Automatic email delivery
Cloud storage sync (Dropbox, Google Drive)
Custom report templates

Status Workflow Management

Status Change Dialog

Quick Change:

Click status badge on lead card
Select new status from dropdown
Optional: Add note about change
Save

Workflow Prompts: Changing status may trigger prompts:

New → Researching:

Suggests running county lookup
Offers skip tracing

Researching → To Contact:

Prompts to add contact information
Schedule call reminder

To Contact → Contacted:

Prompts for conversation notes
Asks for next follow-up date
Logs activity

Contacted → Qualified:

Prompts for qualification criteria
Estimated ARV
Estimated repairs
MAO calculation

Qualified → Offer Made:

Offer amount
Offer date
Expected response date
Contract type

Offer Made → Under Contract:

Contract date
Closing date
Purchase price
Upload contract document

Under Contract → Deal:

Actual closing date
Final purchase price
Assignment fee (if applicable)
Celebration! 🎉

Priority Management

Priority Change Dialog