Lead Management

The Lead Management module in the Kitchen365 Console v2.0.0 lets admin users view, track, and manage leads generated through website forms — Kitchen Remodel Estimator, Contact Us, Free Kitchen Design, and Become a Dealer — as well as Newsletter Subscriptions.

Leads are submitted on the frontend website and appear in the Console for review. They cannot be created manually from the Dashboard.

Related modules

• Recent leads also appear on the Dashboard.
• Lead trends are available in Reports.

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Access

How to open Lead Management

1. Log in to the Kitchen365 Console.
2. In the left sidebar, expand Lead Management.
3. Choose one of the sub-menu items:

Menu Item	What It Shows
Form Submissions	Website form leads grouped by form type.
Newsletter Subscriptions	Customers who subscribed to the company newsletter.

Users with Form Submissions access may also see recent submissions on the Dashboard.

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a. Form Submissions

Open Lead Management > Form Submissions to view website form leads.

Form submissions are grouped into tabs at the top of the page — one tab per form type:

• Kitchen Remodel Estimator
• Contact Us
• Free Kitchen Design
• Become a Dealer

i. Common Features

Each form tab shares the same table tools:

Feature	Description
Search Bar	Filter records by email and other searchable fields. Enter at least 3 characters to search.
Sortable Columns	Click column headers to sort ascending or descending (where sorting is enabled).
Pagination	Navigate between pages using the controls at the bottom right. Adjust entries per page (10, 25, 50, 75, or 100).
Export	Download the current form's submissions as an Excel (.xlsx) file.

Available row actions depend on the form type and your user permissions:

Action	Icon	Description
View	👁️	Opens a read-only detail popup for the selected submission.
Edit	✏️	Opens a popup to update status and add a comment (available only on forms that support status editing, such as Free Kitchen Design).
Delete	🗑️	Removes the submission after confirmation. Submissions with Approved status cannot be deleted.

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ii. Kitchen Remodel Estimator

View all records submitted through the Kitchen Remodel Estimator form on the frontend website. Customers use this multi-step form to configure remodel options and receive a preliminary cost estimate.

Column	Description
Layout	Selected kitchen layout (e.g., Single wall, L Shaped).
Size	Selected kitchen size (e.g., ~100 sq ft).
First Name	Customer's first name.
Last Name	Customer's last name.
Email	Customer's email address.
Contact	Customer's phone number.
Total Estimate	Preliminary remodel estimate total.
Created At	Timestamp of form submission (EST).
Action	View 👁️ and Delete 🗑️ icons.

View Lead Details

1. Click the 👁️ Eye icon under the Action column.
2. A popup displays the full submission across these sections:
   • Customer Information — first name, last name, email, phone
   • Kitchen Remodel Scope Details — home type, layout change, layout details, remodel area
   • Additional Info — pro contact, homeowner status, design status, project timeline, appliances, best program, and related flags
   • Preliminary Kitchen Estimate — layout, size, island, upgrades, countertops, backsplash, flooring
   • Product Scope — cabinets and countertops scope
   • Estimation Summary — island cost, product cost, product total, labor total, and total estimate

Delete Lead

1. Click the 🗑️ Delete icon under the Action column.
2. Confirm the deletion in the popup. The lead's email is shown for identification.

note

Kitchen Remodel Estimator submissions do not support status editing. Only View and Delete actions are available.

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iii. Contact Us

View all records submitted through the Contact Us form on the frontend website.

Column	Description
First Name	Lead's first name.
Last Name	Lead's last name.
Email	Lead's email address.
Phone	Contact number submitted.
Created At	Timestamp of lead submission (EST).
Action	View 👁️ and Delete 🗑️ icons.

View Lead Details

1. Click the 👁️ Eye icon under the Action column.
2. A popup displays the submission details in two sections:
   • Personal Details — first name, last name, email, phone, ZIP code
   • Inquiry Details — interested products, comments, created/updated timestamps

Delete Lead

1. Click the 🗑️ Delete icon under the Action column.
2. Confirm the deletion in the popup. The lead's email is shown for identification.

note

Contact Us submissions do not support status editing. Only View and Delete actions are available.

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iv. Free Kitchen Design

View all records submitted through the Free Kitchen Design form on the frontend website.

Column	Description
First Name	First name of the lead.
Last Name	Last name of the lead.
Email	Submitted email ID.
Phone	Submitted contact number.
Status	Current lead status: Pending, Approved, or Rejected.
Created At	Timestamp of form submission (EST).
Action	View 👁️, Edit ✏️, and Delete 🗑️ icons.

Status Values

Status	Badge Color	Description
Pending	Yellow	Default status for new submissions.
Approved	Green	Submission has been approved.
Rejected	Red	Submission has been rejected.

View Lead Details

1. Click the 👁️ Eye icon under the Action column.
2. A popup displays the submission details in two sections:
   • Customer Details — ID, name, email, phone, ZIP code, reference
   • Design Request Details — project type, door style, measurements, contact preferences, status, and attachments

Attachments uploaded by the customer can be downloaded individually from the detail view.

Edit Lead Status

1. Click the ✏️ Edit icon under the Action column.
2. Update Status — select Pending, Approved, or Rejected.
3. Add an optional Comment about the status change.
4. Click Cancel to discard changes, or Save Changes to apply the update.

Delete Lead

1. Click the 🗑️ Delete icon under the Action column.
2. Confirm the deletion in the popup.
3. Submissions with Approved status cannot be deleted.

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v. Become a Dealer

View all records submitted through the Become a Dealer form on the frontend website.

Column	Description
First Name	Applicant's first name.
Last Name	Applicant's last name.
Company Name	Applicant's company name.
Email	Applicant's email address.
Phone	Applicant's contact number.
Created At	Timestamp of form submission (EST).
Action	View 👁️ and Delete 🗑️ icons.

View Lead Details

1. Click the 👁️ Eye icon under the Action column.
2. A popup displays the submission details in two sections:
   • Personal Details — first name, last name, company name, email, phone, and full address (address lines, country, state, city, ZIP code)
   • Inquiry Details — showroom availability, dedicated kitchen designer, other brands offered, design software used, comments, and created/updated timestamps

Delete Lead

1. Click the 🗑️ Delete icon under the Action column.
2. Confirm the deletion in the popup. The lead's email is shown for identification.

note

Become a Dealer submissions do not support status editing. Only View and Delete actions are available.

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b. Newsletter Subscriptions

The Newsletter Subscriptions page lists customers who subscribed to the company newsletter through the website.

How to open Newsletter Subscriptions

1. In the left sidebar, click Lead Management > Newsletter Subscriptions.

i. Subscriber List

Column	Description
Email	Subscriber's email address.
Subscribed At	Timestamp of subscription (EST).
Action	Delete 🗑️ icon.

ii. Common Features

Feature	Description
Search Bar	Filter subscribers by email address.
Sortable Columns	Sort by email or subscription date.
Pagination	Navigate through pages of subscriber records.
Export	Download the subscriber list as an Excel (.xlsx) file.

iii. Delete Subscriber

1. Click the 🗑️ Delete icon next to the subscriber.
2. Confirm the deletion in the popup.