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: 100%
Paid: KES 12,000,000 · Balance: KES 0
Client
Realty Boris
Current Stage
Paid / Closed
Deal Value
KES 12,000,000
Balance
KES 0
Lead Details
Phone: +971505556677
Email: realtyboris@gmail.com
Source: Meta Ads
Assigned Agent: Realty Boris Sales Agent 1
Payment Status: Paid
Notes: WANTS 2BED 13M IN KILIMANI
Progress Locked
This lead is fully paid and closed. Progress editing is locked to protect the CRM record. Any reopening or correction should be handled by management.
Follow-Up Locked
This lead is fully paid and closed. Follow-up editing is locked to protect the CRM record.
Deal Closed
Payment Complete
This lead has been fully paid and closed. No further payment is required.
Deal Value: KES 12,000,000
Total Received: KES 12,000,000
Balance: KES 0
Total Received: KES 12,000,000
Balance: KES 0
Payment History
KES 2,000,000
Balance · M-Pesa
TEST002
2026-08-07 06:56:00
cleared
KES 10,000,000
Deposit · M-Pesa
TEST002
2026-08-07 06:54:00
paid deposit
Lead Timeline
Payment Recorded
Stage: Payment Recorded
By: System
2026-08-07 06:56:57
Payment recorded: KES 2,000,000
Payment Recorded
Stage: Payment Recorded
By: System
2026-08-07 06:55:00
Payment recorded: KES 10,000,000
Stage Updated
Stage: Qualified
By: System
2026-08-07 06:54:01
Changed from new_inquiry to qualified
needs a 2br