[{"data":1,"prerenderedAt":430},["ShallowReactive",2],{"navigation":3,"\u002Fdocs\u002Fsales-crm-guide":40,"\u002Fdocs\u002Fsales-crm-guide-surround":425},[4,8,12,16,20,24,28,32,36],{"title":5,"path":6,"stem":7},"Getting started","\u002Fdocs\u002Fgetting-started","1.docs\u002F1.getting-started",{"title":9,"path":10,"stem":11},"Core concepts","\u002Fdocs\u002Fcore-concepts","1.docs\u002F2.core-concepts",{"title":13,"path":14,"stem":15},"Sales & CRM guide","\u002Fdocs\u002Fsales-crm-guide","1.docs\u002F3.sales-crm-guide",{"title":17,"path":18,"stem":19},"Construction progress guide","\u002Fdocs\u002Fconstruction-progress-guide","1.docs\u002F4.construction-progress-guide",{"title":21,"path":22,"stem":23},"Payments & collections guide","\u002Fdocs\u002Fpayments-guide","1.docs\u002F5.payments-guide",{"title":25,"path":26,"stem":27},"RERA compliance guide","\u002Fdocs\u002Frera-compliance-guide","1.docs\u002F6.rera-compliance-guide",{"title":29,"path":30,"stem":31},"Exports & audit trail","\u002Fdocs\u002Freports-and-exports","1.docs\u002F7.reports-and-exports",{"title":33,"path":34,"stem":35},"Roles & permissions","\u002Fdocs\u002Froles-permissions","1.docs\u002F8.roles-permissions",{"title":37,"path":38,"stem":39},"Frequently asked questions","\u002Fdocs\u002Ffaq","1.docs\u002F9.faq",{"id":41,"title":13,"body":42,"description":419,"extension":420,"meta":421,"navigation":422,"path":14,"seo":423,"stem":15,"__hash__":424},"docs\u002F1.docs\u002F3.sales-crm-guide.md",{"type":43,"value":44,"toc":406},"minimark",[45,50,74,81,85,124,128,146,159,170,182,186,193,245,255,259,264,280,305,309,312,317,333,336,343,351,354,363,367,376,396],[46,47,49],"h2",{"id":48},"switch-to-the-sales-suite","Switch to the Sales suite",[51,52,53,54,58,59,62,63,62,66,69,70,73],"p",{},"Sales tools live in their own suite, separate from Construction. Use the icon rail on the left edge\nof the screen to switch to ",[55,56,57],"strong",{},"Sales",". The sidebar changes to show ",[55,60,61],{},"Dashboard",", ",[55,64,65],{},"Projects",[55,67,68],{},"All\nCustomers",", and ",[55,71,72],{},"All Deals",".",[51,75,76,77,80],{},"The ",[55,78,79],{},"Sales dashboard"," shows open deals, follow-ups due, amount booked this month, and available\nunits, plus a recent-deals list and a pipeline-by-stage breakdown.",[82,83],"screenshot",{"id":84},"deal-pipeline",[86,87,88],"blockquote",{},[51,89,90,93,94,62,97,62,100,62,103,62,106,62,109,112,113,116,117,120,121,123],{},[55,91,92],{},"Tip:"," Pick a project from the project switcher first if you want project-scoped lists:\n",[55,95,96],{},"Overview",[55,98,99],{},"Inventory",[55,101,102],{},"Customers",[55,104,105],{},"Deals",[55,107,108],{},"Follow-ups",[55,110,111],{},"Payments",", and\n",[55,114,115],{},"Settings"," for that one development. Org-wide ",[55,118,119],{},"All Customers"," \u002F ",[55,122,72],{}," show everything\nacross every project you have access to.",[46,125,127],{"id":126},"finding-and-adding-customers","Finding and adding customers",[129,130,131,137,143],"ul",{},[132,133,134,136],"li",{},[55,135,119],{}," (org-wide) lists every customer across your projects, with search and filters by\nproject, status, and type. Switch between table and card view.",[132,138,139,140,142],{},"A project's own ",[55,141,102],{}," page shows just the customers linked to that project.",[132,144,145],{},"Open any row to see the customer's profile: contact details, budget range, and their linked deals.",[51,147,148,149,151,152,155,156,158],{},"A project's ",[55,150,102],{}," page has its own ",[55,153,154],{},"Add Customer"," button, so you can create a buyer record\ndirectly without opening a deal first. The org-wide ",[55,157,119],{}," list has no create button.\nCustomers there always belong to a project.",[51,160,161,162,165,166,169],{},"You can also create a customer ",[55,163,164],{},"from the deal-creation flow",". When you go to start a deal and the\nbuyer you need doesn't exist yet, an ",[55,167,168],{},"Add a customer"," prompt takes you to a customer form. Once\nsaved, you're returned to the deal form with that customer preselected as the buyer.",[86,171,172],{},[51,173,174,177,178,73],{},[55,175,176],{},"Note:"," Whether you can see or manage customers depends on your role's permissions. If your\naccount only has deal access without customer access, the buyer field on new deals will be\nunavailable until an admin grants it. See ",[179,180,33],"a",{"href":181},".\u002Froles-permissions",[46,183,185],{"id":184},"creating-a-deal-recording-buyer-interest","Creating a deal (recording buyer interest)",[51,187,188,189,192],{},"A deal always starts from an ",[55,190,191],{},"available unit",", not from a blank form:",[194,195,196,205,212,227,242],"ol",{},[132,197,198,199,201,202,73],{},"From the Sales dashboard or a project's ",[55,200,99],{}," page, click ",[55,203,204],{},"Add buyer interest",[132,206,207,208,211],{},"In the picker, filter by phase, building, or bedroom count, and search by unit number. Only units\nmarked ",[55,209,210],{},"Available"," are listed.",[132,213,214,215,217,218,221,222,226],{},"Click ",[55,216,204],{}," next to the unit you want. This opens the ",[55,219,220],{},"Create Deal"," form for\nthat unit, which only records an interested buyer against the unit. Booking is a separate, later\nstep in the deal's lifecycle (see ",[179,223,225],{"href":224},"#moving-a-deal-through-its-stages","Moving a deal through its stages",").",[132,228,229,230,233,234,237,238,241],{},"On the form, select the ",[55,231,232],{},"buyer"," (an existing customer, or add one inline if needed), set the\n",[55,235,236],{},"final price",", and set the deal's starting stage (new deals start at ",[55,239,240],{},"Enquiry"," by default).\nAs soon as you enter a price, a live tax estimate appears showing stamp duty and GST for that\nbuyer and unit.",[132,243,244],{},"Save to create the deal. You're taken to the deal's detail page.",[86,246,247],{},[51,248,249,251,252,254],{},[55,250,176],{}," A unit already held by another deal (Booked or further along) can't take a new one. The\n",[55,253,204],{}," button is disabled with the specific reason (held, sold, or already booked)\nuntil that deal is cancelled or the sale falls through.",[46,256,258],{"id":257},"working-a-deal","Working a deal",[260,261],"illustration",{"alt":262,"src":263},"The deal pipeline across two rows: enquiry, negotiation, booked and agreement signed, then agreement registered, sale deed pending, sale deed registered and possessed. Booking is marked in gold because it links the deal to a unit and starts its payment plan. Possession is followed by Completed, the final state. On hold and Cancelled are available at any stage. Lost cannot be set directly once a deal is Booked or further along, but a deal on hold can still be marked Lost.","\u002Fillustrations\u002Fdocs-sales-pipeline.svg",[51,265,266,267,62,269,62,272,62,274,276,277,73],{},"Each deal has its own page with five tabs: ",[55,268,96],{},[55,270,271],{},"Activity",[55,273,108],{},[55,275,111],{},",\nand ",[55,278,279],{},"Changes",[129,281,282,287,292,297],{},[132,283,284,286],{},[55,285,96],{}," shows your next follow-up and days since last contact while a deal is still open\n(Enquiry, Negotiation, On hold). Once a deal is booked, it switches to the payment summary\ninstead.",[132,288,289,291],{},[55,290,271],{}," is a timeline of notes, calls, and status changes logged against the deal.",[132,293,294,296],{},[55,295,108],{}," holds tasks and reminders tied to the deal, with due dates.",[132,298,299,301,302,304],{},[55,300,111],{}," and ",[55,303,279],{}," carry the deal's payment schedule and its receipt and audit history\n(see below).",[306,307,225],"h3",{"id":308},"moving-a-deal-through-its-stages",[51,310,311],{},"A deal moves through a fixed sequence of stages, and Construvex only allows the next logical move.\nYou can't skip ahead:",[51,313,314],{},[55,315,316],{},"Enquiry → Negotiation → Booked → Agreement signed → Agreement registered → Sale deed pending →\nSale deed registered → Possessed → Completed",[51,318,319,301,322,325,326,329,330,332],{},[55,320,321],{},"On hold",[55,323,324],{},"Cancelled"," are available from any stage that isn't already closed. ",[55,327,328],{},"Lost"," is\nnarrower: you can't set it directly once a deal is Booked or further along. You can set it from\nEnquiry or Negotiation, or from ",[55,331,321],{},", so a booked sale that falls through is put on hold\nfirst and then marked Lost. Once cancelled or lost, a deal is closed and won't move again.",[51,334,335],{},"A deal paused before Booked can come back to Enquiry, Negotiation, or Booked. A deal that already\nheld its unit's booking (paused from Booked or any later stage) can only resume to that exact\nstage, or be cancelled or marked Lost. That keeps a paused deal from silently losing the progress\nit had already made.",[51,337,338,339,342],{},"The stages after ",[55,340,341],{},"Booked"," track the legal paperwork for the sale: agreement, registration, sale\ndeed, and possession. Together they give you a running record of where each buyer stands in that\nprocess.",[86,344,345],{},[51,346,347,350],{},[55,348,349],{},"Warning:"," Cancelling or marking a deal Lost is final in the app's workflow; the deal's status\ncan't move forward again afterward. Existing payment receipts stay visible for reference, but no\nnew payments or triggers are allowed on a cancelled or lost deal.",[46,352,108],{"id":353},"follow-ups",[51,355,356,357,359,360,362],{},"Follow-ups are dated reminders against a deal. From a deal's ",[55,358,108],{}," tab, or\nthe project-wide ",[55,361,108],{}," page, you can see tasks due today, this week, or overdue, filter\nbetween your own follow-ups and your whole team's, and mark them complete.",[46,364,366],{"id":365},"from-booking-to-payment-plan","From booking to payment plan",[51,368,369,370,372,373,375],{},"Once a deal reaches ",[55,371,341],{},", its ",[55,374,111],{}," tab is where collections happen:",[129,377,378,385,388,391],{},[132,379,380,381,384],{},"If no payment schedule exists yet, you'll see a prompt to ",[55,382,383],{},"generate a schedule"," from one of your\norganization's payment-plan templates.",[132,386,387],{},"The generated schedule breaks the total price into milestones, for example a booking amount plus\ninstallments tied to construction progress. Each milestone shows its amount, due status, and\nwhether it's been paid.",[132,389,390],{},"As payments come in, they're recorded as receipts against specific milestones, and the deal's\npayment status and progress bar update automatically.",[132,392,76,393,395],{},[55,394,279],{}," tab keeps the full record of receipts and payment-related activity for audit\npurposes.",[51,397,398,399,402,403,73],{},"Because schedules are driven by ",[55,400,401],{},"construction milestones",", due amounts become payable as\nconstruction actually progresses on the ground, not on a fixed calendar. For the full picture of\npayment plans, milestone triggers, and recording receipts, see the\n",[179,404,21],{"href":405},".\u002Fpayments-guide",{"title":407,"searchDepth":408,"depth":408,"links":409},"",2,[410,411,412,413,417,418],{"id":48,"depth":408,"text":49},{"id":126,"depth":408,"text":127},{"id":184,"depth":408,"text":185},{"id":257,"depth":408,"text":258,"children":414},[415],{"id":308,"depth":416,"text":225},3,{"id":353,"depth":408,"text":108},{"id":365,"depth":408,"text":366},"This guide walks through the day-to-day sales workflow in Construvex: finding or adding a customer, opening a deal on an available unit, moving that deal through its stages, and seeing how a booked unit hands off to its payment plan.","md",{},true,{"title":13,"description":419},"B8eJRl6EkmdOgQ0_TDUxASbQKVYlc7yqhLNHaCIwD5A",[426,428],{"title":9,"path":10,"stem":11,"description":427,"children":-1},"The hierarchy, customers and deals that every other part of Construvex is built on, and how they connect to each other.",{"title":17,"path":18,"stem":19,"description":429,"children":-1},"Track real construction work, from setting up activities to seeing roll-up percentages at every level of the Project → Phase → Building → Unit hierarchy.",1789206849162]