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Move a lead to a closed deal

Take a lead from first enquiry to booking in Saudaflow: schedule the site visit, log the debrief, create the deal on a unit and send the agreement.

Last updated 26 May 2026

A deal is a lead with money attached. Here\'s how to walk one from inquiry to booking.

  1. Lead enters the pipeline at Inquiry.
  2. Schedule a site visit — the visit appears on your calendar then send the buyer the details on WhatsApp.
  3. After the visit, log a debrief. The buyer's decision flag drives the next stage.
  4. When the buyer agrees, create a Deal — pick the unit from inventory.
  5. Send the agreement via Documents. Track signatures.
  6. Once the booking amount lands, the deal moves to Booked.

Stage changes

Workflows do not move stages, but can act when one changes — see workflows.

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Move a lead to a closed deal · SaudaFlow Help