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Leads

Manage your leads and track their progress through the pipeline.

NamePhoneStatusOwnerAssigned ToLead SourceNext Follow-upLast ActivityLocation
John Doe+91 98765 00001Hot LeadSales Rep 1Sales Rep 1WebsiteMar 22, 2026Mar 10, 2026Mumbai, MH
Jane Smith+91 98765 00002New LeadAdmin UserUnassignedSocial Media-Mar 10, 2026Pune, MH
Acme Industries+91 98765 00003In ProgressAdmin UserAdmin UserReferralMar 20, 2026Mar 10, 2026Delhi, MH
TechCorp Ltd+91 98765 00004In ProgressAdmin UserUnassignedCold Call-Mar 10, 2026Bangalore, KA
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Core OS

Leads
Workspace

The primary working area of Solventaa. Our Leads Workspace follows a strict 'Single Unified Screen' philosophy—Lead List to Detail View without ever leaving the page. Manage the entire lifecycle from auto-capture to final site survey in one high-velocity interface.

Unified
Detail View
Omnichannel
Capture
Role-Based
Access
the capability

Full System Audit

Unified Detail Screen: Manage activity timelines, notes, attachments, and site surveys in one tabbed interface with zero navigation fatigue.

Lead List Capabilities: High-fidelity search, multi-tier filtering (source, status, date), and CSV/Excel import functionality.

Configurable Status Engine: Admin-defined status labels (New, In Progress, Won, Lost) with automated timeline tracking for every change.

Role-Based Privacy: Sales see assigned leads, Managers see team pipelines, and Admins maintain full visibility across the organization.

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