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: 5%
Paid: KES 1,000,000 · Balance: KES 20,000,000
Client
Realty Boris
Current Stage
First Call Done
Deal Value
KES 21,000,000
Balance
KES 20,000,000
Lead Details
Phone: 0798260260
Email: realtyboris@gmail.com
Source: Manual Entry
Assigned Agent: Realty Boris Sales Agent 1
Payment Status: Partial
Notes: www
Update Progress
Next Follow-Up
Record Payment
Payment History
KES 1,000,000
Deposit · M-Pesa
TEST003
2026-08-12 05:07:00
the client paid deposit
Lead Timeline
Crm Action Updated
Stage: First Call Done
By: System
2026-08-12 08:21:58
CRM action changed to Called.
Crm Action Updated
Stage: First Call Done
By: System
2026-08-12 05:16:58
CRM action changed to Called.
Payment Recorded
Stage: Payment Recorded
By: System
2026-08-12 05:07:42
Payment recorded: KES 1,000,000
Stage Updated
Stage: Viewing Attended
By: System
2026-08-12 05:05:59
Changed from viewing_scheduled to viewing_attended
client will view a 2 bedroom
Crm Action Updated
Stage: Viewing Scheduled
By: System
2026-08-12 05:03:19
CRM action changed to Viewing Scheduled.
Crm Action Updated
Stage: First Call Done
By: System
2026-08-12 05:00:51
CRM action changed to Called.
Crm Action Updated
Stage: First Call Done
By: System
2026-08-12 04:59:48
CRM action changed to Called.
Lead Created
Stage: New Inquiry
By: System
2026-08-10 13:30:58
Lead was created and entered the CRM.
Lead Assigned
Stage: Assigned to Agent
By: System
2026-08-10 13:30:58
Lead assigned to Realty Boris Sales Agent 1.