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 22,000,000 · Balance: KES 0
Client
edwin otieno
Current Stage
Paid / Closed
Deal Value
KES 22,000,000
Balance
KES 0
Lead Details
Phone: 0792530530
Email: edwin.otieno@realtyboris.com
Source: Meta Ads
Assigned Agent: Realty Boris Sales Agent 1
Payment Status: Paid
Notes: wehhhhhhhhhhhhhhhhhhhh
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 22,000,000
Total Received: KES 22,000,000
Balance: KES 0
Total Received: KES 22,000,000
Balance: KES 0
Payment History
KES 2,000,000
Balance · M-Pesa
TEST001
2026-08-07 05:36:00
Client cleared final balance.
KES 20,000,000
Deposit · M-Pesa
TEST001
2026-08-07 05:25:00
will pay the rest soon
Lead Timeline
Payment Recorded
Stage: Payment Recorded
By: System
2026-08-07 06:52:16
Payment recorded: KES 20,000,000
Payment Recorded
Stage: Payment Recorded
By: System
2026-08-07 05:37:04
Payment recorded: KES 2,000,000
Payment Recorded
Stage: Payment Recorded
By: System
2026-08-07 05:25:28
Payment recorded: KES 20,000,000
Stage Updated
Stage: Qualified
By: System
2026-08-06 15:44:31
Changed from new_inquiry to qualified
will pay tomorow