Lead Journey & Statuses

A lead progresses through multiple stages across different modules. Each stage transition represents a meaningful step in the sales process.

Complete lead flow

Facebook Ad / Property Finder / Manual Entry

| Call Center (New / Interested / Not Interested / Incorrect) | Management Pipeline (Pending / Interested / Processing / In Realization / Invoicing) | Deal Pipeline (Pending / For Processing / In Realization / Won / Lost) | Accounting (Pending / Completed)

Stage explanations

Call Center stages

• New — Lead has entered the system and awaits initial contact. Agent should call or message within the configured SLA.
• Interested — Lead has been contacted and expressed interest in a property or service.
• Not Interested — Lead declined to proceed. Can be re-activated if they re-engage.
• Incorrect — Phone number or contact details are invalid.

Management Pipeline stages

• Pending — Lead is waiting for manager review or assignment.
• Interested — Manager confirms the lead is qualified and active.
• Processing — Documentation and property viewing in progress.
• In Realization — Negotiations and offer stage.
• Invoicing — Deal terms agreed; invoice generation.

Deal Pipeline stages

• Pending — Deal record created, awaiting action.
• For Processing — Active deal with documentation in progress.
• In Realization — Final stages before closure.
• Won — Deal closed successfully.
• Lost — Deal did not close.

Accounting stages

• Pending — Payment not yet received.
• Completed — Payment confirmed and reconciled.

Card details

Each lead card in the Kanban view displays:

• Client name
• Phone number
• Deal amount
• Last activity timestamp
• Assigned agent name