126 Design Concierge

126 Designer

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← Buyer leads

Lead

Wei & Lin Zhao

wei.zhao@example.com · (408) 555-0177 · Consent source: buyer_portal (11/1/2026)

321 Placeholder Drive · Cupertino · DEMO-CU-321

Brief submitted
Stage
Buyer link
https://housestageusa.com/h/demo-cupertinoOpen as the buyerOpened 5 times · first on 11/2, 10:08

Brief and recommendations

Quotes

Payments and orders

Appointment requests

Messages

Tasks

Email log

Activity timeline

Quotes

New quote

No quotes yet.

Payments and orders

Received $0.00 · Stripe not configured; buyers pay offline

Payments

No payments yet.

Record an offline payment / amount due

Once a product deposit is received, an order is created automatically from the linked quote.

Orders

No orders yet (created automatically once the product deposit is received).

Curtain requests

No curtain requests.

Email log

No emails yet.

Appointment requests

  • Design consultTo schedule · requested 11/9, 10:08

    Times proposed by the buyer: 2026-11-12 morning; 2026-11-13 evening

Messages

  1. Do you have any sofas that can arrive within 3 weeks?

    Buyer · 11/10, 05:08

Tasks (0 open)

No tasks yet.

New task

14 / 30 / 60-day follow-ups

Counted from the delivery and install completion date; clicking again won't create duplicates.

    Buyer questionnaire

    Direction
    Only some rooms
    Preferred styles
    minimal, modern_organic
    Priority rooms
    Living Room
    Budget
    $10,000 – $25,000
    Move-in date
    2026-11-30
    Household
    Adults: 2 · Kids: 2
    Existing furniture / items to keep
    Not provided

    Activity timeline

    1. Requested appointmentBuyer · 11/9, 10:08

      kind: consult

    2. Submitted questionnaireBuyer · 11/3, 10:08

      step: done

    3. Viewed a roomBuyer · 11/2, 10:18

    4. Viewed a roomBuyer · 11/2, 10:18

    5. Viewed a roomBuyer · 11/2, 10:18

    6. Opened buyer pageBuyer · 11/2, 10:08

    7. Buyer link createdSystem · 11/1, 10:08

      channel: closing_gift

    Design brief (version 1 · draft)

    Designer to confirm (0/2)

    Product recommendations (products without a cost are included and flagged on the card)

    Living Room 228×192 in

    Design proposals (0)

    No designs yet. Click "Add to design" on a recommendation card to create a draft automatically.

    Priorities

    1. 1. Living Room — 全家活动中心

    Living Room228×192 in

    极简

    已确认

    Budget allocation (total budget $10,000–$25,000)

    • Living Room 70% · $17,500
    Dimensions次卧尺寸未确认，需上门复核
    Missing info孩子年龄（影响家具选择）