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CRM Lead Entry
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Date
File no.
Customer name
Email
Phone
Gender
— select —
Female
Male
Customer type
— select —
Home Buyer
FHB
Investor
Seller
First Time Seller
Transferor
Transferee
Source
— select —
Unknown
Existing Client
Merlo Legal
Referral
Google
Quoted price
Days before convert
Stage lost / won
— select —
After Quote
Follow up call 1
Follow up call 2
Follow up call 3
Transaction type
— select —
Contract Review and Conveyancing
Contract Preparation and Conveyancing
Contract review only
Conveyancing
Caveat
Urgent Caveat
Conveyancing negligence matter
Company purchase
Status
— select —
In Progress
Converted
Closed and Archived
Price package
— select —
BASIC
More
Concierge
Questionnaire / CIF received?
VOI / Contract received?
Cost agreement signed?
Notes / reason they did not engage
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Entry saved — Serial
001
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