Lead Journey
Track this client from first enquiry to viewing, offer, payment, and closure.
Lead Progress
Visual journey from first enquiry to final payment and closure.
1
New Inquiry
2
Assigned to Agent
3
First Call Done
4
Qualified
5
Viewing Scheduled
6
Viewing Attended
7
Offer Made
8
Negotiation
9
Reservation / Deposit
10
Agreement Signed
11
Balance Payment
12
Paid / Closed
Payment Completion: 13%
Paid: KES 3,000,000 · Balance: KES 20,000,000
Client
sammy
Current Stage
Reservation / Deposit
Deal Value
KES 23,000,000
Balance
KES 20,000,000
Lead Details
Phone: 0798260260
Email: sammy@gmail.com
Source: Manual Entry
Assigned Agent: Realty Boris Sales Agent 1
Payment Status: Partial
Notes: 2 bedroom of 23M
Update Progress
Next Follow-Up
Current Follow-Up Plan
When: 2026-08-13 13:33:00
Action: Confirm viewing
Status: Pending
Notes: No follow-up notes saved
Record Payment
Payment History
KES 3,000,000
Deposit · M-Pesa
TEST003
2026-08-07 09:47:00
client paid the 20% depost
Lead Timeline
Follow Up Scheduled
Stage: Reservation / Deposit
By: System
2026-08-12 08:20:06
Next follow-up scheduled for 2026-08-13 13:33:00. Action: Confirm viewing
Payment Recorded
Stage: Payment Recorded
By: System
2026-08-07 09:48:44
Payment recorded: KES 3,000,000
Stage Updated
Stage: Qualified
By: System
2026-08-07 09:47:29
Changed from new_inquiry to qualified
client viewed 2 bedroom in kilimani and is paying today
Crm Action Updated
Stage: Viewing Scheduled
By: System
2026-08-07 09:45:30
CRM action changed to Viewing Scheduled.
Crm Action Updated
Stage: First Call Done
By: System
2026-08-07 09:44:40
CRM action changed to Called.
Lead Created
Stage: New Inquiry
By: System
2026-08-07 09:44:20
Lead was created and entered the CRM.
Lead Assigned
Stage: Assigned to Agent
By: System
2026-08-07 09:44:20
Lead assigned to Realty Boris Sales Agent 1.