Customers are qualified leads. They could be return buyers or potential buyers that are one step closer to buying a property.
Example: You received Jason as a lead and made a call to the contact number provided. He expressed that he would like to buy a property within this year before he gets married and very interested in a specific project and unit, which you then link as an opportunity to the customer.
Leads will progress to being a customer and will not appear as a lead once they are qualified.
Next: Learn how to add a lead
Every customer will have customer profile page with linked opportunities. It stores the information as below.
- Customer information
Includes the name, mobile and email of the contact
View more here
- Activity Log
Every customer has a contact page where you can view more information about the customer. Any information about the customer that you would like to edit will have to be done at the contact page.