Managing Customer Enquiries and Leads

How Customers Raise an Enquiry via the Interactive Digital Layout

1. Customers open the Interactive Layout from your website.
2. They select their preferred Project.
3. Upon clicking on a Plot/Flat, they will see a "Booking Enquiry Form".
4. Once the customer submits the form, the enquiry is automatically recorded as a lead in the backend system.

Viewing and Managing Leads

How to View Existing Leads

1. Navigate to:
2. Leads Management → Manage Leads
3. You will see a list of all existing leads.

• Click + Add Lead to manually create a new lead.
• Click Manage next to any lead to view or update details.

Lead Management Features

• Within the Manage page of a lead, you can:
• Click + Add History to update the lead’s timeline (e.g., Site Visit, Follow-up).
• Click Edit Lead (top-right) to update customer details, assign an agent, or change the lead status.

If a lead is assigned to an agent, the agent will be able to view and manage it from their Agent Portal.

Converting a Lead into a Sale

1. Navigate to:
2. Leads Management → **Manage Leads`
3. Select your preferred lead and click Manage.
4. In the top-right corner, click "Close Lead and Confirm Sale".

• This action will mark the lead as closed and automatically generate a new booking in the system.