The lead page and property request
The client's property request, score, owner, summary, units they're interested in, and the activity log.
Click any lead in the pipeline to open its page. At the top you'll see the name, when it was Added and Qualified; below is everything you need to follow up.
Stage, score and owner
- Pipeline stage: the same stages as the pipeline.
- Score: Hot, Warm or Cold. The agent sets it when it qualifies the lead; you can change it and add a Score reason.
- Lead owner: the teammate responsible for this client. This is what the Assigned to filter in the pipeline uses.
- Next follow-up: click Set a follow-up so you don't forget to call them.
Property request
The Property request card holds everything the client wants. The agent fills it in while chatting, and you can change it with Edit, then Save:
| Field | Note |
|---|---|
| Purpose | Buy, rent or invest |
| Property type and Also open to | The main type, plus other types the client would accept |
| Areas | Areas, compounds or cities; press Enter or comma after each one |
| Budget from and Budget up to | In the request's currency |
| Payment | Cash, installments or mortgage |
| Down payment and Max monthly installment | For installment buyers |
| Bedrooms from / up to and Size from / up to (m²) | |
| Ready or off-plan and Finishing | |
| Move-in | Immediately, within 3 months, within 6 months, within a year, later, or flexible |
| Rent period | Shows when the purpose is rent: monthly, yearly or daily |
| Nationality and Special requests | e.g. "ground floor with garden, near a school" |
| Estimated value | Your best guess of the deal value; it adds up at the top of the pipeline columns |
Under the request you'll find Answers the AI collected: anything extra the agent learned, such as whether the budget is a total price or a down payment.
Summary
The agent writes the Summary after talking to the client (who they are, what they want, where things stand). You can edit it or write your own.
Interested in
Units, projects and services the client asked about. The agent adds them on its own when the client asks about something or requests a viewing, and you can add more with Add → Add a unit, Add a project or Add a service. A unit that's no longer available is marked Not available.
Contact and conversation
- The Contact card: name and phone, Open WhatsApp to message them from your phone, and Full profile. Contacts
- The Conversation card: Open conversation to read their chat with the agent (owners and managers).
Activity
Activity is the client's full history: stage changes, the agent's qualification, viewing requests, and anything your team logged. In the box above it, pick a type and write:
| Type | Use it for |
|---|---|
| Note | Anything about the client |
| Call | "What did you talk about?" |
| A message you sent from your phone | |
| An email you sent | |
| Meeting | "Who did you meet and what came out of it?" |
| Task | Something to do by a date, e.g. "send the payment plan". Tasks |
You can also Book a viewing from here. Viewings
Create a deal or delete the lead
- Once the lead is Won, click Create deal (or Open deal if one exists). Deals
- Owners and managers can delete the lead with the delete button. That removes the request with its notes, tasks and viewings, but the contact itself stays.