Leadmastro – Customers Management
Overview
The Customers Page in Leadmastro provides a centralized, cleanly organized interface to manage your client base efficiently. Whether you're maintaining relationships or tracking communications, this tool ensures your customer data is accessible, filterable, and actionable. This guide explains each core feature of the Customers module for streamlined operations and smarter engagement.
Key Features
Search & Advanced Filters
The Customers page includes a powerful search bar and filter mechanism to help you quickly locate customer records.
- Search Bar: Perform real-time lookups using a customer’s Name, Company, or Email.
- Sorting & Prioritization: Columns such as Name, Company, Owner, Stage, and Created At support ascending/descending sorting, enabling users to prioritize leads based on relevance or urgency.
- Filters Panel: Click the Filters button to open a sidebar with advanced options to refine your view.
Available Filter Categories:
Users can filter leads based on a wide range of attributes to tailor the data view to their business goals:
- Each filter supports two basic filter types:
- Is Empty: Displays only those records where the selected column has no value.
- Is Not Empty: Displays only those records where the selected column contains some data.
| Filterable Attributes | Filter Conditions / Options |
| Name | Search by full or partial customer name |
| Company Name | Filter customers based on company |
| Tags | Identify by customer-specific labels (e.g., High Value, Budget Approved) |
| Owner | Filter based on the account owner |
| Created At | Filter customers by the date they were added |
| Search by email address | |
| Phone | Lookup by contact number |
| Website | Filter by customer website domain |
| Source | View by communication origin (e.g., Social Media, WhatsApp, Referral) |
| Job Title | Filter based on professional designation |
New Customer Creation
- Use the New Customer button located in the top-right corner to quickly add a new customer record.
- The entry form supports capturing essential fields such as Name, Email, Phone, Company, Source, and Tags.
Column Customization (Column Selector)
- Accessed via the column settings icon on the top-right of the customers table.
- Provides a customized view by letting users select or deselect specific columns.
- Name is a mandatory column and cannot be deselected.
- Users must have a minimum of 5 columns selected to maintain a valid dashboard view.
- This flexibility allows users to tailor their lead dashboard to show only the most relevant information.
Customers Table View
All customer data is presented in a dynamic, sortable table that includes the following:
| Column | Description |
| Name | Clickable link to view detailed customer profile. |
| Company | Displays associated organization name. |
| Tags | Color-coded indicators showing customer traits (e.g., “High Value”, “Upsell Opportunity”). Extra tags are shown as "+n". |
| Owner | Indicates the Leadmastro user responsible for the customer. |
| Created At | Timestamp of when the customer was added. |
| Contact email ID. | |
| Job Title | Shows the professional role, if known. |
| Phone | Displays the customer’s contact number. |
| Website | Clickable link to customer’s web address. |
| Source | Displays the platform or channel from where the customer originated (e.g., Social Media, WhatsApp). |
| Contact Options | Quick links for WhatsApp and Email communication. |
Communication Shortcuts
- WhatsApp Icon: Opens a chat with the lead directly in WhatsApp.
- Email Icon: Launches the default or integrated email client to initiate communication seamlessly.
Key Benefits
- Streamlined Client Management: Centralize your customer information in a single, structured view.
- Quick Access Tools: Direct WhatsApp and Email shortcuts boost productivity.
- Efficient Filtering: Drill down to the right customer with targeted filters.
- Ownership Clarity: Track and assign accountability through the Owner column.
- Smart Segmentation: Use tags to label customers for campaign targeting or priority focus.
- Flexible Interface: Tailor your dashboard view by customizing column visibility.
Final Thoughts
The Customers module in Leadmastro is built to deliver an intuitive and powerful experience for managing your client relationships. From communication shortcuts to advanced filtering and customization, every feature is designed to help your team stay organized, informed, and responsive.