126 Design Concierge

126 Designer

OverviewPropertiesBuyer leadsCatalogDesign reviewQuotesOrdersCurtainsFollow-upsAnalytics
← Buyer leads

Lead

Priya Shah

priya.shah@example.com

456 Sample Court · Mountain View · DEMO-MV-456

Invited
Stage
Buyer link
https://housestageusa.com/h/demo-mountain-viewOpen as the buyerOpened 0 times · not opened yet

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.

Appointment requests

The buyer hasn't requested an appointment 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.

    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.

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

      channel: agent