Erp
ID: LEAD-0002 | Proposal Referral
Lead Information
| Lead ID: | LEAD-0002 |
| Status: | Proposal |
| Source: | Referral |
| Created Date: | January 09, 2026 |
| Estimated Value: |
$60,000 |
| Follow-up Date: | January 15, 2026 |
ERP system for real estate
Activity Timeline
Lead Created
Lead was created in the system
January 09, 2026 19:31Follow-up Scheduled
Follow-up scheduled for January 15, 2026
Scheduled on January 09Initial Contact
Made initial contact with the lead
February 04, 2026 13:05Status Changed to Proposal
Lead status was updated
February 05, 2026 13:05Quick Actions
Lead Statistics
60%
Conversion Probability
Progress through pipeline
Days Open
27
Days to Follow-up
-22
Activities
3
Emails Sent
2
Next Steps
Follow-up on Proposal
Check if proposal was reviewedRecommended Actions:
- Schedule follow-up call
- Send additional information
- Update CRM with latest details