Stages, status and lead temperature

Status follows the follow-up

BMexa does not ask you to drag clients through a pipeline. The badge on every card, and the Stage line in the About card, are worked out from the follow-ups and bookings:

• New: added, not yet contacted, no follow-up booked.
• Today: the next follow-up is due today.
• Pending: the follow-up is overdue, or there is none.
• Future: the next follow-up is on a later day.
• Booking initiated, Under approval, Success: a booking is drafted, waiting for approvals, or approved. Success also covers a client logged as booked.
• Dumped: closed as not proceeding, with a dump reason.

The stage behind it

Underneath, every enquiry has a stage that the responses you log set automatically: Open, Contacted, Qualified, Visit scheduled, Visit completed, Negotiation, Booked, Closed or Dumped. The reports count by it. It changes like this when you Log activity:

• A response such as Qualified, interested or prospect moves the client to Qualified.
• A sub-response containing Site Visit Scheduled moves it to Visit scheduled; Site Visit Done or Re-visit Done (or a check-in from the phone) to Visit completed.
• A sub-response containing Under Negotiation moves it to Negotiation; so does logging Success, which also locks a unit for the booking.
• Any other follow-up response sets Contacted. A client with a live booking never drops below Negotiation.
• Dump sets Dumped and cancels the pending follow-ups.

Hot, warm and cold

Lead temperature is the rep’s own judgement of how close the client is to buying: Hot, Warm or Cold. It is set on the Add client form and changed under Edit › Lead temperature; nothing changes it automatically. It shows as a pill on the phone, as the Temperature column of the table view, and the Live pipeline card weights its forecast by it.