Managing Leads
Create lead sites, browse and filter listings, and understand every status from New to Closed.
Creating a new lead site
Add lead sites via the floating action button, fill in required fields, and save your first lead.
Importing lead sites in bulk
Upload an Excel spreadsheet to add multiple lead sites at once, with automatic location detection from Google Maps URLs.
Browsing and filtering lead sites
Use the sort dropdown, status filters, and search bar to find the right leads quickly.
The lead site detail page
Understand the lead site detail page — status bar, site overview, location map, financials, tasks, and activity.
Understanding lead statuses and transitions
Understand every lead status — Inquiry, Shortlist, Analysis, Offer, Negotiation, Closed — and how transitions work.
Financial feasibility and profitability
Understand the financial feasibility cards — cost breakup, profitability calculator, and negotiation slabs.
Advancing and changing lead status
How to promote, demote, drop, reject, and reopen lead sites — with transition rules and role permissions.
Risk assessment
How Proquiro calculates risk scores, displays active risk factors, and adjusts the financial risk buffer.