Leads

1. Record a lead#

1. Open the form

   Go to Leasing → Leads and press (+).

2. Fill in the fields

   Field	Required	Description
   Name	Yes	Maximum 255 characters.
   Phone	Yes	Must be a valid phone number.
   Rooms of interest	Yes	At least one room. This is what prevents two staff promising the same room.
   Lead source	Yes	Where the enquiry came from. This is what later tells you which channel is worth paying for.
   Expected viewing time	Yes	When they want to see the room.
   Sales person	No	Who owns the follow-up.
   Performer	No	Who will show the room.
   Collaborator	No	Partner or referrer, if commission applies. See Commissions.
   Existing tenant	No	Link when a current tenant is enquiring about another room.
   Note	No	Maximum 255 characters.

3. Save

   The lead enters the pipeline and the viewing appears on the calendar.

2. Close every viewing#

Record the outcome of each viewing: won, lost, or no-show, with a reason when lost.

A viewing left open is the most common leak in the pipeline. An open record nobody revisits is worse than no record, because it makes the report look healthy.

3. Convert#

A won lead becomes a reservation when money is taken to hold the room, or goes straight to a lease. Converting carries the contact details forward, so nobody retypes a phone number and gets a digit wrong.