126 Design Concierge

126 Designer

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← Buyer leads

Lead

Morgan Lee

morgan.lee@example.com · (650) 555-0199 · Consent source: buyer_portal (10/17/2026)

555 Mockingbird Way · Los Altos · DEMO-LA-555

Consult booked
Stage
Buyer link
https://housestageusa.com/h/demo-los-altosOpen as the buyerOpened 7 times · first on 10/18, 11:08

Brief and recommendations

Quotes

Payments and orders

Appointment requests

Messages

Tasks

Email log

Activity timeline

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.

Messages

No messages yet.

Tasks (0 open)

No tasks yet.

Appointment requests

  • Design consultScheduled · 11/11, 13:08 · requested 10/23, 11:08

    Notes: 上门咨询

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
    Try a different style
    Preferred styles
    coastal, california_casual
    Priority rooms
    Living Room
    Budget
    $50,000 – $100,000
    Move-in date
    2026-12-30
    Household
    Adults: 2 · Kids: 0 · Pets: 2 · 两只猫
    Existing furniture / items to keep
    Not provided

    Quotes

    New quote
    • v1Pending approval$5,117Margin 34.8%

    Activity timeline

    1. Quote · Submitted for approvalMia Lin · 11/9, 11:08

      to: pending_approval · from: draft

    2. Quote · CreatedMia Lin · 11/9, 10:08

      version: 1

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

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

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

    6. Opened buyer pageBuyer · 10/18, 11:08

    7. Buyer link createdSystem · 10/17, 11:08

      channel: agent

    Design brief (version 1 · approved)

    Designer to confirm (1/1)

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

    Living Room 252×204 in

    Design proposals (0)

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

    Budget allocation (total budget $50,000–$100,000)

      Risk猫抓：避免圈绒面料