Sales pipeline and leads

Operations → Sales → /sales Before someone is a tenant they are an enquiry. The sales pipeline is where that enquiry is captured, qualified, worked and either converted into a lease or closed out — so vacancy is managed deliberately rather than by whoever happens to answer the phone. Two surfaces:

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Marketing leads

A lead is an enquiry that has not yet been qualified. Source is the field that pays for itself. Recorded consistently, it tells you which channels produce tenancies rather than which produce noise.

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The pipeline

A qualified lead becomes an opportunity and enters the pipeline. Each opportunity carries the unit it concerns, an expected value, a stage, and an owner. Always record a loss reason. Price, timing, unit condition and competitor are different problems with different fixes, and only the loss reason distinguishes them.

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Handover to applications and leases

The pipeline stops at the point an application is submitted. It does not create leases itself — the applications workflow does the screening, and lease creation happens there. This keeps a single path into tenancy, so every resident arrives with the same checks behind them.

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Assignment and follow-up

Opportunities respect the same assignment layer as the rest of the platform: an owner is set on the record, and follow-up work appears in that person’s queue. See Work and assignments.

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Reading the pipeline

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Common problems

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