Front desk walk-ins and partner visits
For builders. Register every visitor at the desk, tag the channel partner who brought them, log a partner’s visit without a client, and settle clashes when two partners claim the same client.
Introduction
Front desk › Walk-ins is the footfall log. Every person who comes to the site is registered here, whether new or known, direct or brought by a partner. Registering is what creates the partner’s claim on the client, so the desk is also where channel partner attribution starts.
The page counts Total, New clients, Re-visits, Waiting, Handed on and Booked for Today, 7 days or 30 days, and Export CSV downloads the list.
Registering a walk-in
- Click Register walk-in. In Identity, type the Mobile number (with +91, or +code for a foreign number). If the client will only share part of it, tick Client shares only the last digits and enter the last 4 or 5 digits; BMexa asks for the full number at booking and checks it for duplicates then.
- Type the Customer name.
- Under Came with, type or scan the partner’s card code and click Find or Scan, or pick the firm from the list. The list offers Direct walk-in · no partner, every empanelled firm, the Associates group, and Firm not empanelled yet… (a typed name that goes into the notes only).
- When a firm is picked, choose Who came with them from the firm’s people, or Other for someone not on the firm’s list. Click Continue.
- In Client details, fill in the enquiry (email, location, purpose, Lead source, Project of interest, and optionally Hand to a sales executive), then click Register client. Lead source switches to Channel Partner by itself when a firm is picked.
A partner visit with no client
Registering a client via a partner logs a partner visit automatically; it appears in Today’s partner visits on the Channel partners page. When someone from a firm comes for a meeting or a site tour without a client, use Log visit on the firm’s row instead.
- Pick Who came (the firm’s head or reps, or Other with a typed name).
- Pick the Project, or leave Office visit, no project.
- Pick Met with, or leave Nobody yet · waiting at the desk, add a Purpose and click Log visit.
Registration validity per project
Every project has a Registration validity (days) field in its Add or Edit project dialog (1 to 365 days, 30 by default). It says how long a channel partner’s registration of a client stays valid, counted from the front desk registration. Only a desk registration starts the clock; a partner cannot register clients from the portal.
Clashes: two claims on one client
A clash is raised when a known client is registered again with a different firm than the one on record, with a different associate, or directly while a partner is on record (a desk claim). It is raised whether or not the first registration is still valid; the validity is shown to the person who decides. A booking for that client cannot pass final approval until the clash is settled, and only a company admin can move such a client to another rep.
The client page shows a banner, Attribution clash · N open claims · credited to …. The sales head over the client’s rep, or an admin, clicks Settle; reps only see “Clash under review”. The sheet lists each registration with its valid-till date and a Valid or Expired pill, then offers Credit <firm>, Keep <current>, Make it direct for a desk claim, or Split the brokerage (by percentage or amount, evenly or as agreed, with an optional consent file). The note in Why goes on the record, and the split can still be changed until a booking of the client is approved.
When a masked number turns out to belong to another client on record, the same banner offers Different people · refuse number or Same person · join records.
Updated on 29 October 2026