Lead Management Web Application
HTML-код
- Опубликовано: 26 янв 2025
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In this video, I demonstrate Stageflow, a lead management web application built on top of Google Sheets using Apps Script. Stageflow helps you track leads through various stages like Lead, Contacted, Pitched, Negotiating, Closed-Won, and Closed-Lost. You can easily filter, edit, and manage leads, while it also logs all changes made to records with a detailed edit history. Learn how to set up users, modify stages, and customize the app to suit your needs. Watch the full demo and see how you can use this for your own lead management!
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user filter on role based when page refresh or edit then user show all other user data and your all projects inspired me thank you❤
Table gets filtered whenever there is a role changes. Ans also during table refresh.
Amazing job. Thanks a lot for share
Thanks for watching!
Can we have the script as is ?
Its a wonderful project.Thanks a lot for providing the sheets. which task status changes/Update today. Sir, can you add this option
How can I access the spreadsheet from the video?
Thank you for sharing the fantastic work❤. Is it possible to have a button to access multiple lead sheets directly? Also, is it possible to export specific data in Excel or PDF format?
Good afternoon, thank you very much for sharing the files, could you please check the scroll bar to move up and down and back and forth, the one on the right side of the screen, one of the two bars does not work, it is disabled, so which causes the page change tool to not be displayed
Somebody can make like this in excel ,well done
Thanks for you kind appreciation.
yes, if you need contact me
Please can you place the name of the user that is at that moment somewhere on the platform
1000 thanks team, il great
Thank you very much.
What a wonderful thing. How can I, in this form, make the second box a drop-down list linked to the first box in which the user name appears, so that a user in the second box shows you a drop-down list of his tasks or projects only?
Yes you can do that by editing the code. But in my version its not supported.
@tech-lever Can you add that and add a filter to this version for a fee?
It's a very good management system, can you add display image from Google drive, thanks!
Yes! You can
Thanks alot for providing the sheets
You're welcome 😊
Hello, thank you very much for this new platform with very good new plugins, in the previous version of this platform I mentioned some observations, using this new version they are still there, I will mention them again in the standard user profile when editing a record and saving it, when you finish Save all records will be shown as if they were surperadmin or admin, you need to refresh the page so that only the records of the standard user are shown. Also when I edit a record and save, the date field is modified by itself, the table shows a date with one day less, that is, if it said October 22, 2024, after saving it shows October 21, 2024 and if I go back to edit the record and save it is shown in the table October 20, 2024
THANKS YOU MAN! ,
Thank you very much.
@@tech-lever my friend, i cant run the app, it need some else?
works with big data user login table loading, save and editing takes lots off time how to fix it
Thank you for sharing this, my questions is where do you add additional fields because the lead needs to start with more than just the contact and the customer_type. Should also have at leats mail address and contact number.
Watch my previous videos on CRUD. Basically you need to edit schema and then save the app settings. You also need to cofigure colors for the added stages in the leadManagementMixin file.
Its a wonderful project. i am encountering an issue that Pages and Scroll bar is not working. Can you fix this please
Found a fix, Goto Appscript and Find "html/app.html"
Find ""
Change ""
Manage Deployments and add new deployment update
Nice work sir please create a school management system please
Ok. I will keep that in mind.
Can you tell me in more details. Like what it should have .
Amazing in next update.
You can improve it by adding multiple sheets edit in it. menu wise
Like
Task Sheet
Payment sheet
Categories with Courses Sheet
Thanks for the tips!
pagination is not showing how fixed at bottom please guide me
Found a fix, Goto Appscript and Find "html/app.html"
Find ""
Change ""
Manage Deployments and add new deployment update
thumbs up. great workk dear. why you use custome menu. thanks for he code.
Just to add bunch of test users. Not required. You can Invite and manage users as an owner.
It seems to work only the first time of login and view, after logging in a few times or changing the user, the app is pending and i doesn't work , it doesn't show data in the lead
I will definitely look at this issue.
You really deserve all the thanks and gratitude. When I choose the date in the form, the date is recorded one day later than the one I chose. What is the solution?
Change timezone settings in the spreadsheet.
@@tech-lever Thank you very much, what a wonderful thing
Thank you
Sir can you create voting application for school election or for small group
Yes I can. But for your case I think Google Form will be a better solution. Anyway you can give me more details - how it should work. I will push them in my stack of future projects.
@@tech-lever in google form its limitations, i wont people cast their vote with particular username/password but hide their identities
Type of user admin have all rites, other only vote
Hello, notice that the filters by user to view the records are not being applied in the "Lead": "Contacted": "Pitched": "tabs
"Sent Demo":
"Negotiating":
"Closed-Won":
"Closed-Lost": , only applies to the first "All" tab
@@franciscogallardo4961 it's fixed now
Add Calendar Update for follow up and Image Call , WhatsApp, end email buttons, Please merge your all Management system in one place like Project, this one and Employees
Yes. I will do that someday. Thanks for your feedback
Hi sir... I have some customization for this I have contacted on WhatsApp.. please get to me
footer page Items per page: not showing
Thnx for spotting that. Its fixed now.
@@tech-lever Sir it is not been fixed, please update source code as well