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: 0%
Paid: KES 0 · Balance: KES 0
Client
Michael Thompson
Current Stage
Assigned to Agent
Deal Value
KES 0
Balance
KES 0
Lead Details
Phone: +447901234567
Email: michael.t@gmail.com
Source: Google Ads
Assigned Agent: Realty Boris Sales Agent 1
Payment Status: Not Paid
Notes: Needs viewing schedule and investment breakdown.
Update Progress
Next Follow-Up
Deal Closed
Payment Complete
This lead has been fully paid and closed. No further payment is required.
Deal Value: KES 0
Total Received: KES 0
Balance: KES 0
Total Received: KES 0
Balance: KES 0
Payment History
No payments recorded yet.
Lead Timeline
Crm Action Updated
Stage: Assigned to Agent
By: System
2026-08-12 08:22:29
CRM action changed to No Answer.
Crm Action Updated
Stage: Viewing Scheduled
By: System
2026-08-12 08:22:12
CRM action changed to Viewing Scheduled.