HDB Leads CRM — KYA IT Hub

HDB Leads

CRM

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Active

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Submitted

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Won

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Show primary owner only

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⭐ Mine

🤝 My Referral

No Phase

First Appt

Waiting

Viewing

Optioned

Exercised

Submitted

Completed

Extended

✅ Won

❌ Lost

⛔ Dead

⚠️ Overdue

👤 Unassigned

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Move to Cold Calling

Move this lead to the Cold Calling CRM? It will leave HDB Leads (full history is kept) and the cold team will re-engage it. It returns here automatically if it qualifies again.

Move to Private CRM

Move this lead into the Private CRM? It will leave HDB Leads (full history is kept and still visible in the lead's journey) and start following the Private workflow. You can switch it back anytime.

Add Listing

Address *

Status

House Type

Price Type

Price

Date Posted

Listing Agent

WhatsApp No.

PropertyGuru Link

Listing Descriptions

Other Info / Reason for Sale

▶️ Video Links

YouTube link(s) (one per line — attached automatically when the video carries the address tag)

Can’t find the client?

Enter the client’s serial number. We’ll look it up in the Incoming Leads registry and let you add them to the HDB CRM.

Serial number

Delete Serial Number

This lead (serial #—) will be deleted and hidden from every CRM. You can delete it directly, or first merge its activity log into another serial number so the notes are kept.

Merge activity log into serial

Please confirm

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Client Drive Folder Link

Paste the Google Drive folder link for this client. Only the stored link changes — nothing is created or deleted in Drive. Leave blank to clear the link.

What do the statuses mean?

NewFresh lead — not worked on yet.

ActiveBeing followed up / in progress.

WonDeal closed (OTP exercised) — completion & commission details recorded.

LostDidn't proceed for now (e.g. went with another agent). Can still be revived and followed up in the future.

DeadPermanently unfollowable (e.g. scammer / do-not-contact). Never contact again.