Lead Lifecycle — All 13 Stages
Complete stage reference with SLA, triggers, and status codes
| # | Stage Name | Status Code | SLA / Trigger | Required Action | Key Fields |
|---|---|---|---|---|---|
| 01 | New Inquiry | NEW | Contact within 30 min | Auto-assign + WhatsApp task creation | lead_source, entry_time, agent_id |
| 02 | Contacted | CONTACTED | Awaiting response | Track attempts (minimum 3) | attempt_count, channel, outcome |
| 03 | Qualifying | QUALIFYING | Active 2-way conversation | Fill BANT form — score 0–100 | budget, authority, need, timeline |
| 04 | Qualified (SQL) | QUALIFIED | BANT score > 60 | Book site visit / send proposal | lead_score, temperature |
| 05 | Viewing Scheduled | VIEWING_SCHED | Calendar invite sent | Confirm 24h before visit | visit_date, location, property_id |
| 06 | Viewing Completed | VIEWING_DONE | Follow up within 24h! | Log feedback, shortlist property | feedback, interest_level |
| 07 | Proposal Sent | PROPOSAL_SENT | Property shortlisted | Follow up on payment plan decision | property_id, payment_plan_sent |
| 08 | Negotiating | NEGOTIATING | Offer / counter received | Manager approval if discount > 2% | offer_amount, counter_offer |
| 09 | Reserved | RESERVED | Booking fee paid | Collect documents, initiate SPA | booking_amount, receipt |
| 10 | Agreement Signed | AGREEMENT | SPA / Form F signed | DLD registration / NOC request | spa_date, form_f_signed |
| 11 | In Transfer | IN_TRANSFER | NOC obtained (90-day clock) | DLD trustee appointment | noc_issued, noc_expiry |
| 12 | ✓ Closed Won | CLOSED_WON | Title Deed / Oqood issued | Commission + referral ask | title_deed_no, oqood_no |
| 13 | Closed Lost / Nurture | CLOSED_LOST | Loss reason logged | Nurture drip: 30/60/90 days | loss_reason, nurture_date |