The client page

Introduction

Click any client to open their page. The header shows the name, the project and unit type, the phone number (masked, if you are not allowed to see it in full), and pills for the status, the source, the Owner (who brought the client in) and the Handler (who works them now). On the right are the actions you can take.

The header actions

1. Log activity records a call, message, visit or outcome, and books the next follow-up. It is the most used button in BMexa; see Logging calls and activities. Only the person the client is assigned to sees it.
2. Edit opens Edit client details: contact details, requirements, Lead temperature and budget.
3. The WhatsApp, Call and Email icons open the client’s number or address on this computer. When the number is masked for you, they are replaced by Call from the app: call or message from the BMexa app on your phone instead.
4. Transfer client (with the transfer permission) hands the client to a colleague. On a dumped client the site head or an admin sees Revive client instead of Log activity.

The tabs

• Overview: Lifetime value, Touchpoints (calls and messages), Days in pipeline and Win probability, then Recent activity, the last five entries of the timeline.
• Activity: the full timeline, newest first. Each entry shows the activity type, the response and sub-response, the remarks, the next follow-up that was booked, who logged it and from which device. See The activity timeline.
• Bookings: the client’s bookings with the booking form and approval status. A booking starts from Log activity › Success; see Bookings & payments.
• Notes: free-text notes with + Add note. Notes can be edited afterwards and show · edited; admins can see the edit history.
• Files: the documents uploaded on the client’s bookings.
• Client info: Contact details, Property requirements (including Lead temperature), Budget and funding, Remarks and the Projects the client is interested in, with + Add to add another project.

The About card

The card on the right sums the client up: Source, Channel partner (or Direct), Owner, Handler, Stage, Value, Days open and Last touch. Upcoming shows the next follow-up, and Property of interest the project and unit type. Leads that came from a Meta ad also show a consent card with Stop sharing with Meta.