Move a lead to a closed deal

A deal is a lead with money attached. Here\'s how to walk one from inquiry to booking.

1. Lead enters the pipeline at Inquiry.
2. Schedule a site visit — the visit appears on your calendar and the buyer gets a WhatsApp invite.
3. After the visit, log a debrief. The buyer's decision flag drives the next stage.
4. When the buyer agrees, create a Deal — pick the unit from inventory.
5. Send the agreement via Documents. Track signatures.
6. Once the booking amount lands, the deal moves to Booked.

Stage automation

You can wire workflows to advance stages automatically — see workflows.