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Leads Beta

The Leads Beta module provides an enhanced lead management experience with advanced filtering, bulk operations, and improved performance.

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Overview

Leads Beta is the modern interface for managing your Telegram contacts and leads. It offers enhanced performance, advanced filtering capabilities, and a streamlined user experience. Leads Beta Interface

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Key Features

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Advanced Filtering System

The Beta interface provides powerful filtering options:
  • Status Filter: Filter by lead status (New, Contacted, Qualified, Lost, etc.)
  • Source Filter: Filter by lead source (Manual, Crawling, File Upload)
  • Priority Filter: Filter by priority (Low, Normal, High, Urgent)
  • Custom Fields: Filter by any custom field
  • Segment Filter: Filter by segment membership

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Saved Views

Save your filter configurations for quick access:
  • Create custom views with specific filters
  • Name views for easy identification
  • Toggle between saved views instantly
  • Share views with organization members

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Bulk Operations

Perform actions on multiple leads at once:
  • Bulk Delete: Remove multiple leads
  • Bulk Update: Update status, priority, group, country, language
  • Bulk Tag: Add or remove tags
  • Export: Export selected leads to CSV

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Column Customization

Customize your table view:
  • Resizable columns
  • Reorder columns via drag-and-drop
  • Show/hide columns
  • Save column configurations

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Pagination Options

Configure your view preferences:
  • 50 leads per page
  • 100 leads per page
  • 500 leads per page
  • 1000 leads per page

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Lead Management

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Adding Leads

Add leads through multiple methods:
  • Manual Entry: Add leads one by one
  • CSV Import: Import leads from CSV/Excel files
  • Group Crawling: Extract leads from Telegram groups
  • API Integration: Programmatic lead addition

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Lead Fields

Standard lead fields include:
FieldDescription
UsernameTelegram username (without @)
Phone NumberContact phone number
First NameLead’s first name
Last NameLead’s last name
EmailEmail address
StatusLead status (new, contacted, qualified, etc.)
PriorityLead priority (low, normal, high, urgent)
SourceLead source (manual, crawling, file_upload)
CountryCountry location
LanguagePreferred language
TagsCustom tags for organization
Custom FieldsUser-defined custom fields

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Quick Actions

From the leads table, perform quick actions:
  • Open Telegram chat directly
  • Refresh lead data
  • Edit lead information
  • Delete leads

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Custom Fields Integration

Leads Beta fully supports custom fields:
  • Text fields
  • Email fields
  • URL fields
  • Phone fields
  • Dropdown fields
  • Multi-select fields
  • Boolean/checkbox fields
  • Number fields
  • Date fields
  • DateTime fields

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Segments Integration

Leads Beta integrates with the Segments module:
  • View which segments a lead belongs to
  • Filter leads by segment
  • Dynamic segment membership updates

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API Endpoints

GET    /leads-beta/query          - Query leads with filters
POST   /leads-beta/bulk/delete    - Bulk delete leads
POST   /leads-beta/bulk/update    - Bulk update leads
GET    /leads-beta/config/views   - Get saved views
POST   /leads-beta/config/views   - Save view configuration

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Lead Statuses

StatusDescription
NewNewly added lead
ContactedLead has been contacted
QualifiedLead is qualified
LostLead is lost
Bad DataLead has invalid data
BlockedLead blocked the account
UnsubscribedLead opted out

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Best Practices

  1. Regular Cleanup: Periodically clean up bad data leads
  2. Use Tags: Organize leads with consistent tagging
  3. Segment Strategically: Create segments for different audience groups
  4. Monitor Sources: Track which sources generate the best leads
  5. Custom Fields: Use custom fields to capture important lead data