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Augmintech
Lead Management System — Setup your workspace to get started
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Augmintech
Lead CRM
Main
Dashboard
All Leads
0
My Leads
Duplicates
0
Follow-ups
0
Management
Campaign Report
Integrations
0
Import Leads
Assignment Rules
Lead Reshuffle
Teams & Members
Recycle Bin
0
Config
Roles & Permissions
Settings
RS
Rahul Sharma
Admin●
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✓ All changes saved
Dashboard
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Augmintech
All
Follow-up
More
Dashboard
Duplicates
Teams
Import
Assignment
Reshuffle
Roles
Settings
Bin
Sales Funnel
— leads
to
Leads currently in each stage. Click a stage to open those leads in All Leads with the same filters.
Recent Activity
Lead
Stage
Source
Assigned To
Last Update
Pipeline Overview
— leads
Leads by Source
From
To
Campaign Performance — real outcomes, no attribution window
Campaign / Source / Channel
Leads
Engaged
Sale Closed
Lead → Engaged
Engaged → Sale
Lead → Sale
All Tags
All Sources
All Channels
Created from
Created to
Modified from
Modified to
Ad columns
0 selected
Created ↕
Lead ↕
Phone
Course
Stage ↕
Tags
Source
Assigned To
Follow-up
Modified ↕
Actions
Showing 0 leads
All Tags
All Sources
All Channels
Created from
Created to
Modified from
Modified to
Created
Lead
Phone
Course
Stage
Tags
Source
Ad / UTM
Assigned To
Follow-up
Modified
Actions
Showing 0 leads
Duplicate Leads
Leads matched by phone number or email address
Follow-up Reminders
Leads with scheduled follow-ups
All Tags
All Sources
All Channels
Created from
Created to
Modified from
Modified to
Lead
Phone
Stage
Assigned To
Follow-up Date
Actions
Showing 0 follow-ups
Lead Checker
Check if a lead already exists before starting a conversation. Smart country code matching — finds leads stored with or without prefix.
Quick prefixes:
Import & Export
Use the official CRM lead template for imports · Export leads in re-importable or full CRM format
Lead Import Template — 13 Columns
CRM-Ready Format
Full Name *Phone No. *Email IDCourse InterestLead SourceCampaign NameCityCountryAssign ToLead StageFollow-up DateTagsNotes
* Required — rows missing these are rejectedRecommended — used for duplicate detection & assignmentOptional — enriches the lead record
Import Leads
Drop CSV file here
Augmintech template format · .csv · up to 10,000 rows
Duplicate Handling
Export Leads
Scope
Date Range (created)
Export Format
Preview
0 rows
Import History
No imports yet
Assignment Rules 2x Engine
Two-level routing: Team first, then member. Multi-condition, versioned, conflict-safe.
Team Distribution Methods
Rule Simulator
Test how a hypothetical lead would be routed
Team Default Methods
Teams & Members
Manage teams, members, designations, and lead distribution
3
Active Teams
0
Total Members
0
Open Leads
0
Teams Without TL
Designations Master
About Designations
Designations control which members are eligible to receive leads and participate in round-robin distribution.
Members with Assignment Eligible can receive leads from routing rules and reshuffles.
The Team Lead designation is managed separately and excluded from round-robin by default.
All Members
Team Capacity Overview
Capacity Rules
Max Open Leads — Total leads a rep can hold at any time before being excluded from round-robin.
Max Daily Leads — New leads received per day. Resets at midnight.
Paused — Temporarily removed from all assignment pools but still owns existing leads.
Summary
Org Hierarchy
Manager → Team Lead → BD Members
Add Team
New Designation
Capabilities
Lead Reshuffle
Reassign stale or misassigned leads — cross-team reclaim, within-team redistribution, and rule-based automation
0 leads match
0
Cross-Team Eligible
0
Within-Team Stale
0
Conflicts Detected
0
Total Reshuffled
Step 1 — Reshuffle Type
Cross-Team: Leads currently owned by a team that is not the primary/natural team for that course. E.g. BIM lead with MEP team. Uses grace period + conflict logic.
Within-Team: Leads stale with a rep inside the same team based on activity, last contact, or overdue follow-up. Redistributes across active reps.
Step 2 — Filter Leads
Staleness Measure
Lead Age (Created)
Last Activity
Last Contact
Days Since Assigned
≥ 14 days
≥ 30 days
≥ 45 days
≥ 60 days
≥ 90 days
Custom
days since created
All Teams
All Reps
All Courses
All Stages
All Sources
Cross-Team Options
Within-Team Options
Step 3 — Assignment Method
Round Robin
Evenly distributed
Least Loaded
Lowest open leads
Specific Rep
Choose manually
Leads will be distributed evenly across all active reps in the selected team.
Require Manager Approval
Reshuffle will be queued for approval before executing
Preview — Matching Leads
Conflict Claimable In Grace Stale Needs Approval
Set filters to preview leads
Recent Activity
0 reshuffles
No reshuffles done yet
Saved Reshuffle Rules
No rules configured yet
New Rule
How Rules Work
Reshuffle rules run automatically (scheduled) or can be triggered manually from the Manual tab.
Cross-Team Rules evaluate leads where the current team ≠ the primary team for that course. A grace period delays action.
Within-Team Rules detect stale leads assigned to a rep with no meaningful activity and redistribute them within the same team.
Outcomes: Round-robin transfer, least-loaded assignment, mark as claimable, or send for manager approval before executing.
Pending Claims
0 pending
No claims pending
Claim Policy
A claim is raised when the primary team wants a lead back from a secondary team.
Conflict occurs when the current (secondary) team has meaningful progress (proposal sent, demo scheduled, advanced stage) and the primary team also claims.
Managers resolve conflicts. Auto-approvals apply when no activity exists from current team for 30+ days.
Reshuffle Audit Log
0 events
No audit events yet
Confirm Reshuffle
Recycle Bin
Deleted leads — Admin & Managers can restore. Only Admin can empty bin.
Lead
Phone
Course
Stage
Deleted By
Deleted At
Actions
0 leads in bin
Lead Source Integrations
Connect external lead sources. Use Zapier / Make as middleware — no backend needed to get started.
Listening for incoming leads
Live Incoming Feed
0 received today
No leads received yet — simulate one below or connect a real source
Recommended Middleware
Use Zapier or Make to connect external sources to this CRM without writing any backend code
⚡
Zapier
Easiest to set up — 1000s of app connectors including Meta, Google, LinkedIn
2Add module: "LinkedIn Lead Gen Forms — Watch Leads"
3Add a Filter module to remove duplicates by phone
4Add module: "Google Sheets — Add a Row"
5Schedule scenario every 15 mins or set to instant
Make advantage over Zapier
✓Visual drag-and-drop scenario builder
✓Built-in data transformer — normalize phone numbers before storing
✓Free tier: 1,000 ops/month (Zapier: only 100)
✓HTTP module for direct webhook POST when backend is ready
Settings
Master configuration for all CRM modules
Edit
Import Leads
No file selected
Map columns → lead fields
Assign To (BDA): map the column that holds each lead's rep. Leads whose value matches an existing user's name (or phone) are auto-assigned to that user & their team; unmatched leads stay unassigned.
Add New Lead
Possible Duplicate:
Lead Details
Saved
Assigned via DoubleTick — reassign it there instead.
DoubleTick-assigned — reassigning here is an Admin override.
Export leads
Pick a date range and filters — you get a spreadsheet (CSV) of exactly those leads.
Merge Duplicate Leads
Add Custom Stage
Add Course
Add Team Member
Identity
Team & Role
Read only user — sees every lead on All Leads (all details, source, channel and filters) but can't change anything, never receives leads and isn't part of a team. Export and ad & UTM details are switched on below (for a Read only user, UTM off also hides the campaign name).
Lead Capacity & Assignment
Access · set by Admin
Allow export
Adds an Export button on All Leads — they pick a date range and filters (source, channel…) and download those leads.
Show ad & UTM details
Adds an Ad / UTM column, a card on each lead and ad columns in their export — which ad, campaign and link each lead came from.
Assign Selected Leads
Change Stage
Follow-up Required
Edit Course
Add Assignment Rule
Level 1 — Team Routing Rule
Specificity: 0
WHEN (ALL conditions must match — AND logic)
ASSIGN TO TEAM
Split route — lead will be shared across teams per split logic below.
Weight per Member
Higher weight = more leads. E.g. 3,2,1 → first BD gets ~50%
Shared Route Split Logic
Define how leads are divided across teams for this shared condition.
VALIDITY PERIOD (leave blank = open-ended forever)
Assignment Audit Log
Add BD Distribution Rule
Define how leads are routed to BDs within a team
—
Weight per BD (higher = more leads)
E.g. weights 2, 1, 1 → first BD gets ~50%
Rules are checked in priority order. First match wins. Add a catch-all "Any" rule at the end as a default.
Done!
Turn on lead alerts
Install Augmintech CRM on this phone to get notified the moment a lead is assigned to you — even when the app is closed.
Get notified about new leadsAlerts reach your phone even with the CRM closed.