Leads

1. Record a lead#

1. Open the form

   Go to Leasing → Leads and press (+).

2. Fill in the fields

   項目	必須	説明
   Name	必須	Maximum 255 characters.
   Phone	必須	Must be a valid phone number.
   Rooms of interest	必須	At least one room. This is what prevents two staff promising the same room.
   Lead source	必須	Where the enquiry came from. This is what later tells you which channel is worth paying for.
   Expected viewing time	必須	When they want to see the room.
   Sales person	任意	Who owns the follow-up.
   Performer	任意	Who will show the room.
   Collaborator	任意	Partner or referrer, if commission applies. See Commissions.
   Existing tenant	任意	Link when a current tenant is enquiring about another room.
   Note	任意	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.