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The lead site detail page

Understand the lead site detail page — status bar, site overview, location map, financials, tasks, and activity.

4 min read Updated Mar 14, 2026
In this category · 8 articles

When you open a lead site, you land on a detail page that gives you a complete picture of the land parcel — from basic site info and location to financial analysis and task tracking. Here’s a walkthrough of every section.

Layout

On desktop the page uses a two-column layout: a wide main content area on the left and a compact sidebar on the right. On mobile everything stacks into a single column with key metrics shown first.

Lead site detail page with status bar

Header and Task Pulse

The header shows the site name, creation date, and the assigned owner. Below it you’ll see the Task Pulse bar — a row of status badges showing how many tasks are Overdue, Due Today, and Due Next 7 Days. Click any badge to jump straight to those tasks.

Action buttons in the header let you Assign Task, Edit the lead, or open the Workflow menu to promote or demote the lead’s status.

Status bar

The status bar sits just below the header and displays six key metrics at a glance:

Status bar metrics

MetricWhat it shows
StatusCurrent pipeline stage (Inquiry, Shortlist, Analysis, Offer, Negotiation, Closed, Dropped, or Rejected)
Risk LevelColor-coded risk badge — green (low), orange (medium), or red (high) — with a numeric score
Acquisition ScoreA 0–100 score indicating overall deal quality
Required vs MarketPercentage delta between your projected selling price and the local market average (Admin/Manager only)
Days in PipelineHow long this lead has been in the system
Assigned ToProfile avatar and name of the team member responsible

Site overview card

A tabbed card with two views:

  • Location tab — Village, taluk, district, state, coordinates, zone (residential, commercial, agricultural, industrial, or mixed), road width, survey number, and a Google Maps link.
  • Pricing tab — Land extent in acres/hectares with sqft conversion, asking price (shown per acre, per sqft, or total depending on how it was entered), and guideline value for valuation reference.

Location intelligence

An interactive map shows the lead site’s pin along with nearby competitors and nearby places. Competitor markers are clickable and show the competitor name, developer, and price. Click Scan Nearby to trigger a background scan for infrastructure — schools, hospitals, temples, transit stops — within the surrounding area. Results appear in the Nearby Places section below. Click Open in Maps to view the location in Google or Apple Maps.

Media and documents

Upload site photos and supporting documents (title deeds, survey maps, PDFs) directly from the detail page. Photos display in a grid gallery; documents are listed with file type and upload date. See Uploading documents for details.

The sidebar (visible on desktop, collapsed on mobile) contains:

  • Lead Snapshot — Quick-reference card showing land extent, sqft conversion, asking price per sqft, and guideline value per sqft.
  • Tasks — A compact task list grouped by status (Overdue, Due Today, Next 7 Days) with an Add Task button. Starter plan users see an upgrade prompt — tasks require Pro or above.
  • Owner Information — Landowner contact details pulled from the lead’s owner fields.
  • Recent Activity — A chronological feed of every action on this lead — status changes, document uploads, task updates — with pagination. This log is immutable and cannot be edited or deleted.

Role-based visibility

Not every section is visible to every role. Financial sections like the Investment Case, Financial Feasibility, Decision Banner, and Negotiation Strategy are restricted to Admin and Manager roles. Risk Assessment is visible to all roles.

Tip: Bookmark frequently revisited leads in your browser — the URL is stable and shareable with teammates who have access.

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