Bitspei

View and monitor Bitspei lead registrations, their products of interest, and file attachments from a single screen.

What You Can Do

• Browse the full list of leads sent by the Bitspei partner group.
• Filter leads by text search, contact origin, destination, status, and date range.
• Customize which columns and filters are shown in the table and save those preferences.
• Open a lead's detail panel to see contact information, lead context, and each product of interest.
• Preview or download technical data sheets and product photos directly from the detail panel.

Getting There

In the left navigation menu, go to Bitspei → Registers.

Common Tasks

Browsing leads

The table loads the last three months of leads by default, sorted by most recent first.

• Use the Search filter to find a specific lead by name, email, or phone number.
• Use the Status dropdown to filter by pipeline stage (New, Contacted, Qualified, Converted, Lost).
• Use the Origin and Destination fields to narrow by contact channel or target country.
• Use the date picker to change the registration date range.

Viewing lead details

1. Click the lead's name in the table (shown in blue), or click the More info button on the right side of the row.
2. The detail panel opens on the right side of the screen.
3. The left column shows:
   • Contact Information — name, email (click to email), phone (click to open WhatsApp).
   • Lead Details — contact origin, destination, current status, registration date.
4. The right column shows all Products of interest linked to the lead. Each product displays:
   • Origin, description, model count, price in USD, and quantity.
   • Any attached files grouped as Technical sheets or Photos.
5. Click any attachment button to open a preview or download the file.
6. Close the panel by clicking outside it or using the × button.

Customizing the table

1. Click the ⚙ (gear) icon in the top-right corner of the page.
2. The Table Settings panel opens.
3. Toggle columns on or off using the checkboxes. Drag to reorder.
4. Toggle filters on or off using the checkboxes. Drag to reorder.
5. Click Save to persist your preferences. They will be remembered the next time you visit this page.
6. Click Reset to restore the default configuration.

Frequently Asked Questions

Can I create or edit leads from this page?

No. This module is read-only. Leads are created and managed by the Bitspei partner group directly in their system. Envia Admin only displays them.

Why are some leads missing file attachments?

Attachments are optional. A product may have no technical sheets or photos if Bitspei did not upload any for that specific product.

The date filter shows "last 3 months" by default — can I see older leads?

Yes. Click the date range picker and select a custom start and end date to view leads from any period.

What does each status mean?

Status	Meaning
New	Lead received, not yet contacted
Contacted	Initial contact has been made
Qualified	Lead meets the criteria for a proposal
Converted	Lead became a customer
Lost	Lead did not advance in the pipeline

Related

• Technical Documentation: /technical/modules/bitspei/