How to Manage Uninterested Leads While Keeping Their Visibility for Other Properties in Glide?

Ask for Help
1

Context:

I’m working on a Glide application for a real estate portfolio used by a real estate agent. In this application, I have two main tables:

  1. “Portfolio” Table: This table contains the real estate properties.
  2. “Leads” Table: This table contains leads with their specific needs.

Problem:

When a lead’s search criteria match a property, a collection of matching leads is displayed on the property’s page.

The issue I’m encountering is as follows: If a lead is not interested in a specific property, I want to be able to click a “Not Interested” button to remove this lead from the property’s page. However, I want the lead to remain visible for other properties in the portfolio where they might still be interested.

In other words:

  • If a lead is marked as “Not Interested” for a property, they should no longer appear on that property’s page.
  • The lead should remain visible for other properties in the portfolio where they might be a match.
  • I want the real estate agent to be able to propose these other properties to the lead, and if the lead is still not interested, they should be able to click the button again to remove the lead from the listings of these other properties.

Questions:

  1. How can I configure a “Not Interested” button so that it hides the lead only for the specific property without affecting their visibility for other properties where the lead might still be interested?
  2. How can I ensure that the lead remains visible for other properties in the portfolio after being marked as “Not Interested” for a particular property?

Thank you for your assistance and advice!

2

What I would do:

  • In your Properties table, add a Multiple Files column. This is an array column that will hold an array of “Not Interested” LeadIDs
  • Assuming that your Property Details screen contains a Collection of Leads, configure an Item Click action on that Collection that adds the LeadID to the Multiple Files (array) column.
  • In your Leads table, create a Relation column that matches the LeadID with the Multiple Files column in the Properties table
  • Use that relation as a filter on your Leads collection - only show rows where the relation is empty.

See below to learn how to use the Multiple Files column in this way:

1 Like