126 Design Concierge

126 Designer

OverviewPropertiesBuyer leadsCatalogDesign reviewQuotesOrdersCurtainsFollow-upsAnalytics
← Buyer leads

Lead

Chris Patel

chris.patel@example.com

888 Fictional Street · Sunnyvale · DEMO-SV-888

Lost
Stage
Reason lost: 自己去 IKEA 买了
Buyer link
https://housestageusa.com/h/demo-sunnyvaleOpen as the buyerOpened 3 times · first on 9/17, 11:08

Brief and recommendations

Quotes

Payments and orders

Appointment requests

Messages

Tasks

Email log

Activity timeline

Buyer questionnaire

The buyer hasn't filled in the questionnaire yet.

Quotes

New quote

No quotes yet.

Email log

No emails yet.

Appointment requests

The buyer hasn't requested an appointment 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.

Messages

No messages yet.

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.

    Design brief

    No brief yet. One is generated automatically when the buyer finishes the questionnaire, or you can generate it manually. Questionnaire: styles —; budget —–—; move-in —

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

    Generate the brief first, then get product recommendations per room.

    Design proposals (0)

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

    Activity timeline

    1. Opened buyer pageBuyer · 11/10, 23:45

      first: false · source: app · channel: email

    2. Viewed a roomBuyer · 9/17, 11:18

    3. Opened buyer pageBuyer · 9/17, 11:08

    4. Buyer link createdSystem · 9/16, 11:08

      channel: email