Lead Follow Up
Track sales activity, follow-ups and lead conversion
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Rahul Mehta

LD-2026-00101
Meta Lead · Created 27 Aug 2026 · Last activity 27 Aug 2026
META HOT QUALIFIED
CUSTOMER Rahul Mehta
MOBILE +91 98765 43210
EMAIL rahul.mehta@example.com
PROJECT Skyline Heights
REQUIREMENT 3 BHK · ₹1.25 Cr

Lead Conversion Progress

Track the customer journey from enquiry to conversion

42.85% COMPLETE
✓
Lead
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Contacted
3
Qualified
4
Site Visit
5
Negotiation
6
Quoted
7
Converted
Current Stage: Qualified
Conversion Probability: 75%

Add Follow Up

Record the sales interaction and schedule the next action.

Assignment & Ownership
Follow Up Details
Conversion Assessment
Sales Activity

Lead Activity & Tracking

Complete history of assignments, follow ups and status changes

06 ACTIVITIES
27 AUG 09:30 AM
+

Lead Created

META

New lead received from Meta Lead Ads.

SYSTEM · META LEAD ADS
27 AUG 09:42 AM
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Lead Assigned

ASSIGNMENT

Lead assigned to Rahul Sharma by Admin.

ADMIN · ASSIGNMENT
27 AUG 10:15 AM
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Status Changed

STATUS

Status changed from Contacted to Qualified.

RAHUL SHARMA · STATUS CHANGE
27 AUG 11:30 AM
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Follow Up Added

CALL

Customer is interested in a 3 BHK. Requested a higher floor and payment plan. Follow-up scheduled for 28 Aug.

RATING ★★★★☆ 4/5
RAHUL SHARMA · 75% PROBABILITY
27 AUG 01:10 PM
⇄

Lead Reassigned

REASSIGNMENT

Lead reassigned from Rahul Sharma to Priya Mehta.

REASON Customer requested a salesperson handling the Andheri West area.
ADMIN · ASSIGNMENT CHANGE
28 AUG 11:30 AM
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Next Follow Up

SCHEDULED

Scheduled call with customer regarding site visit and final unit selection.

PRIYA MEHTA · CALL