Once the lead has booked a property, you need to change the stage of the lead to Booked. Once selected, a booking form pops-up as follows wherein all the details regarding the property and the lead need to be filled in which includes carpet area, saleable area :-
Booking Name – Name of the person for whom booking has to be made is entered in this field. You can also add secondary booking name.
Email Address – Email address of the Lead is entered in this field.
Phone Number – Phone number of the Lead is entered in this field
Project- Project of interest is entered in this field. It is mandatory field.
Unit Type- Unit Type is same as Property Type. But the difference is that you can select only one Unit Type. It is mandatory field.
Floor Number- Floor Number of the property is entered in this field.
Unit Number- It is the Flat/Building/Block Number. For Ex:- In the Address E-4/15, Chouhan Town, Pune; “E-4/15” is the Unit Number.
Building name- It is the name of the building which Lead wants to buy.
Parking number- It is the Parking Number assigned to the Lead in the building
Carpet area (sq.ft.)- It is the actual usable area which the Lead gets to use.
Saleable area (sq.ft.)- It is the total Floor Area which Lead has brought.
Address- It can be Office as well as Home Address.
Address & Street- First line of the lead’s address is entered in the address field & details of Street/Suburb/Town is entered in the next field.
City & State-City & State of the lead is entered in this field.
Country & Zip- Country & Zip of the lead is entered in this field.
Campaign - For a particular property, specific campaign is designed which includes Print Media, Websites, Channel Partner etc., the details of which is entered in this field.
Publisher- Details of Publisher of the Campaign is entered in this field.
Sub-campaign- Details of Sub Campaign from which Lead has shown interest in buying Property is entered in this field. For Ex:- Print Media Ad, Website etc.
Booking Date- Date of Booking of the property is entered in this field.
Other area preferences- Other Location Preferences are entered based on Lead’s interest for which he is interested in buying another property.
Pan no.- Pan Card details of the Lead is entered in this field. It is mandatory field.
Basic rate(per sq. ft.)- A face, quoted, any amount representing the rate or rent in amount per square foot per year.
Effective rate(per sq. ft.)- An amount after a base amount has been adjusted for concessions, allowances, and costs.
Offer- Final Offer made to the Lead for the Property he wants to buy.
Cost Details- These are the additional Cost details of the Offer been made. Remarks can also be added in each of the below mentioned fields -
Premium – Premium cost charged by builder/society is entered in this field.
Parking- Cost incurred in assigning the Parking area in the building is entered in this field.
Agreement- Cost incurred in preparing the agreement is entered in this field.
Stamp Duty- Stamp Duty is entered in this field.
Registration- Cost of Registration of Property is entered in this field.
Maintenance- Cost of Maintenance of Property is entered in this field.
Infrastructure- Infrastructure related cost is entered in this field.
Electrical- Cost of Electricity is entered in this field.