Erp
ID: LEAD-0003 | Proposal Referral
Lead Information
| Lead ID: | LEAD-0003 |
| 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 19:34Follow-up Scheduled
Follow-up scheduled for January 15, 2026
Scheduled on January 09Initial Contact
Made initial contact with the lead
April 01, 2026 14:21Status Changed to Proposal
Lead status was updated
April 02, 2026 14:21Quick Actions
Lead Statistics
60%
Conversion Probability
Progress through pipeline
Days Open
83
Days to Follow-up
-78
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