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Augmintech
Lead Management System — Setup your workspace to get started
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Augmintech
Lead CRM
Main
Dashboard
Lead Checker
All Leads
0
My Leads
Duplicates
0
Follow-ups
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Management
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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Dashboard
Notifications
Augmintech
All
Follow-up
More
Dashboard
Duplicates
Teams
Import
Assignment
Reshuffle
Roles
Settings
Bin
Pipeline Overview
— leads
Leads by Source
Recent Activity
Lead
Status
Source
Assigned To
Last Update
FROM
TO
0 selected
Lead ↕
Phone
Course
Status ↕
Source
Assigned To
Follow-up
Created ↕
Actions
Showing 0 leads
Lead
Phone
Course
Status
Follow-up
Actions
Duplicate Leads
Leads matched by phone number or email address
Follow-up Reminders
Leads with scheduled follow-ups
Lead
Phone
Status
Assigned To
Follow-up Date
Actions
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 Statuses
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
Status
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