CRM Pipeline

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Lead in

New inbound lead

Lead submitted contact form

First Call Attempted

Initial call attempt

Tried calling client, no answer

First Call Done

First call completed

Discussed requirements and budget

Proposal Made

Send proposal

Proposal sent via email

Viewing

Property viewing

Scheduled on-site viewing

Negotiation

Price negotiation

Negotiating final terms

Deposit Paid

Deposit received

Client paid booking deposit

Commission Received

Commission paid

Commission transferred successfully

On Hold

Client paused

Client requested to pause process

Closed Lost

Deal lost

Client chose another property