126 Design Concierge

126 Designer

OverviewPropertiesBuyer leadsCatalogDesign reviewQuotesOrdersCurtainsFollow-upsAnalytics
← Buyer leads

Lead

Unnamed buyer

The buyer hasn't left contact details yet

789 Example Avenue · San Jose · DEMO-SJ-789

Opened
Stage
Buyer link
https://housestageusa.com/h/demo-san-joseOpen as the buyerOpened 4 times · first on 10/30, 11:08

Brief and recommendations

Quotes

Payments and orders

Appointment requests

Messages

Tasks

Email log

Activity timeline

Buyer questionnaire

Direction
Try a different style
Preferred styles
Not provided
Priority rooms
Not provided
Budget
Not provided
Move-in date
Not provided
Household
Not provided
Existing furniture / items to keep
Not provided

Quotes

New quote

No quotes yet.

Appointment requests

The buyer hasn't requested an appointment yet.

Email log

No emails 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.

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.

    Messages

    No messages yet.

    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 · 11/11, 20:19

      first: false · source: app · channel: qr

    2. Viewed a roomBuyer · 10/30, 11:18

    3. Viewed a roomBuyer · 10/30, 11:18

    4. Viewed a roomBuyer · 10/30, 11:18

    5. Opened buyer pageBuyer · 10/30, 11:08

    6. Buyer link createdSystem · 10/29, 11:08

      channel: qr