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Growth and reporting

Advanced Lead Filters for connected property operations.

Creates exact lead reports, compares status totals, isolates incomplete geographic data, updates supported statuses and saves personal filter templates.

Practical business value

How Advanced Lead Filters benefits your property business

Helps teams understand which enquiries deserve attention and where lead data or follow-up quality is weakening.

01

Prioritise valuable enquiries

Filter by source, status, ownership, geography and type to focus on the right pipeline segment.

02

Find data-quality gaps

Unknown location and incomplete values can be isolated before they undermine reporting or follow-up.

03

Compare team performance

Status totals and date criteria support branch, source or owner review without exporting every lead.

04

Reuse management views

Personal templates make weekly pipeline reviews faster and more consistent.

Operational capability

Designed to strengthen a real workflow—not add another isolated screen

A single lead list does not explain whether enquiries are arriving from the right sources, being owned promptly or progressing through the pipeline. Advanced Lead Filters lets each manager build a repeatable view of the questions that matter to the property business.

The module is configured around the people, permissions, records and outcomes already present in your operation. Proplix confirms the implementation scope before any commercial proposal is prepared.

01Ownership, status and source criteriaConfigured around the authorised teams, records and controls in your Proplix environment.
02Geography, tags, lead type and date filtersConfigured around the authorised teams, records and controls in your Proplix environment.
03Summary totals and controlled result actionsConfigured around the authorised teams, records and controls in your Proplix environment.
04Reusable personal lead-report templatesConfigured around the authorised teams, records and controls in your Proplix environment.
Property workflow examples

Where this can make a measurable difference

These examples show how the module can support day-to-day property work. The final design depends on your organisation, portfolio, responsibilities and connected systems.

Review unassigned landlord leads from the last seven days

Compare applicant enquiries by location and source

Identify stalled or incomplete leads before a campaign follow-up

Requirements-led implementation

A tailored module should match your property operation

Proplix does not force every organisation into the same setup. The team first confirms how this module should work with your property records, staff permissions, portals, communications, finance and reporting responsibilities.

Tell us what you need
  1. 01

    Agree lead statuses, sources, tags and reporting questions

  2. 02

    Confirm result actions and ownership permissions

  3. 03

    Create representative personal templates

  4. 04

    Validate summary totals against the native lead list

Detailed operating guidance

Continue in the Britixo Help Centre

Open the maintained setup, permission, workflow and troubleshooting guidance in a new tab while keeping this Proplix module overview available.

Open Advanced Lead Filters guidance (opens in a new tab)

Plan the right route

See what a more connected property day looks like

Bring one real workflow to a Proplix walkthrough. Explore the records, handovers and decisions that matter to your team, then agree a practical next step.

UK Property software
by Britixo
Proplix · One Britixo account One account for Proplix and Britixo services Use your Britixo account to manage your companies, services, billing and support. Product access depends on your approved services. Try Proplix free for 14 days · No billing details required · No obligation · Secure email and WhatsApp activation.
Secure and controlled Built for property teams Requirements-led setup
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