[{"data":1,"prerenderedAt":397},["ShallowReactive",2],{"navigation":3,"\u002Fdocs\u002Fsales-crm-guide":40,"\u002Fdocs\u002Fsales-crm-guide-surround":392},[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},"Reports & exports","\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":386,"extension":387,"meta":388,"navigation":389,"path":14,"seo":390,"stem":15,"__hash__":391},"docs\u002F1.docs\u002F3.sales-crm-guide.md",{"type":43,"value":44,"toc":373},"minimark",[45,50,74,81,85,117,121,139,150,162,166,173,221,228,232,248,273,278,281,286,303,310,318,321,330,334,343,363],[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"," gives you a quick pulse of your pipeline: open deals, follow-ups due, amount\nbooked this month, and available units, plus a recent-deals list and a pipeline-by-stage breakdown.",[82,83],"screenshot",{"id":84},"deal-pipeline",[86,87,88],"blockquote",{},[51,89,90,93,94,62,97,62,100,62,103,69,106,109,110,113,114,116],{},[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],{},"Follow-ups",[55,107,108],{},"Payments"," for that one\ndevelopment. Org-wide ",[55,111,112],{},"All Customers"," \u002F ",[55,115,72],{}," show everything across every project you\nhave access to.",[46,118,120],{"id":119},"finding-and-adding-customers","Finding and adding customers",[122,123,124,130,136],"ul",{},[125,126,127,129],"li",{},[55,128,112],{}," (org-wide) lists every customer across your projects, with search and filters by\nproject, status, and type. Switch between table and card view.",[125,131,132,133,135],{},"A project's own ",[55,134,102],{}," page shows just the customers linked to that project.",[125,137,138],{},"Open any row to see the customer's profile — contact details, budget range, and their linked deals.",[51,140,141,142,145,146,149],{},"There's no standalone \"add customer\" button on the customers list. Customers are created ",[55,143,144],{},"from the\ndeal-creation flow"," — when you go to start a deal and the buyer you need doesn't exist yet, an\n",[55,147,148],{},"Add a customer"," prompt takes you to a customer form. Once saved, you're returned to the deal form\nwith that customer preselected as the buyer.",[86,151,152],{},[51,153,154,157,158,73],{},[55,155,156],{},"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 ",[159,160,33],"a",{"href":161},".\u002Froles-permissions",[46,163,165],{"id":164},"creating-a-deal-booking-a-unit","Creating a deal (booking a unit)",[51,167,168,169,172],{},"A deal always starts from an ",[55,170,171],{},"available unit",", not from a blank form:",[174,175,176,185,192,203,218],"ol",{},[125,177,178,179,181,182,73],{},"From the Sales dashboard or a project's ",[55,180,99],{}," page, click ",[55,183,184],{},"Book a unit",[125,186,187,188,191],{},"In the picker, filter by phase, building, or bedroom count, and search by unit number. Only units\nmarked ",[55,189,190],{},"Available"," are listed.",[125,193,194,195,198,199,202],{},"Click ",[55,196,197],{},"Book"," next to the unit you want. This opens the ",[55,200,201],{},"Create Deal"," form for that unit.",[125,204,205,206,209,210,213,214,217],{},"On the form, select the ",[55,207,208],{},"buyer"," (an existing customer, or add one inline if needed), set the\n",[55,211,212],{},"final price",", and set the deal's starting stage (new deals start at ",[55,215,216],{},"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.",[125,219,220],{},"Save to create the deal. You're taken to the deal's detail page.",[86,222,223],{},[51,224,225,227],{},[55,226,156],{}," A unit that already has a completed deal is locked — you can't start a second deal on it\nuntil the existing one is cancelled.",[46,229,231],{"id":230},"working-a-deal","Working a deal",[51,233,234,235,62,237,62,240,62,242,244,245,73],{},"Each deal has its own page with five tabs: ",[55,236,96],{},[55,238,239],{},"Activity",[55,241,105],{},[55,243,108],{},",\nand ",[55,246,247],{},"History",[122,249,250,255,260,265],{},[125,251,252,254],{},[55,253,96],{}," — while a deal is still open (Enquiry, Negotiation, On hold), this shows your next\nfollow-up and days since last contact. Once a deal is booked, it switches to showing the payment\nsummary instead.",[125,256,257,259],{},[55,258,239],{}," — a timeline of notes, calls, and status changes logged against the deal.",[125,261,262,264],{},[55,263,105],{}," — tasks and reminders tied to the deal, with due dates.",[125,266,267,269,270,272],{},[55,268,108],{}," and ",[55,271,247],{}," — the deal's payment schedule and receipt\u002Faudit history (see below).",[274,275,277],"h3",{"id":276},"moving-a-deal-through-its-stages","Moving a deal through its stages",[51,279,280],{},"A deal moves through a fixed sequence of stages, and Construvex only allows the next logical move —\nyou can't skip ahead:",[51,282,283],{},[55,284,285],{},"Enquiry → Negotiation → Booked → Agreement signed → Agreement registered → Sale deed pending →\nSale deed registered → Possessed → Completed",[51,287,288,289,62,292,295,296,299,300,302],{},"From most stages before Booked, a deal can also be sent to ",[55,290,291],{},"On hold",[55,293,294],{},"Lost",", or ",[55,297,298],{},"Cancelled",".\nOnce cancelled or lost, a deal is closed — it won't move again. ",[55,301,291],{}," deals can come back to\nEnquiry, Negotiation, or Booked.",[51,304,305,306,309],{},"The stages after ",[55,307,308],{},"Booked"," track the legal paperwork for the sale — agreement, registration, sale\ndeed, and possession — and give you a running record of where each buyer stands in that process.",[86,311,312],{},[51,313,314,317],{},[55,315,316],{},"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.",[46,319,105],{"id":320},"follow-ups",[51,322,323,324,326,327,329],{},"Follow-ups are the reminders that keep a lead from going cold. From a deal's ",[55,325,105],{}," tab, or\nthe project-wide ",[55,328,105],{}," 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.",[46,331,333],{"id":332},"from-booking-to-payment-plan","From booking to payment plan",[51,335,336,337,339,340,342],{},"Once a deal reaches ",[55,338,308],{},", its ",[55,341,108],{}," tab is where collections happen:",[122,344,345,352,355,358],{},[125,346,347,348,351],{},"If no payment schedule exists yet, you'll see a prompt to ",[55,349,350],{},"generate a schedule"," from one of your\norganization's payment-plan templates.",[125,353,354],{},"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.",[125,356,357],{},"As payments come in, they're recorded as receipts against specific milestones, and the deal's\npayment status and progress bar update automatically.",[125,359,76,360,362],{},[55,361,247],{}," tab keeps the full record of receipts and payment-related activity for audit\npurposes.",[51,364,365,366,369,370,73],{},"Because schedules are driven by ",[55,367,368],{},"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",[159,371,21],{"href":372},".\u002Fpayments-guide",{"title":374,"searchDepth":375,"depth":375,"links":376},"",2,[377,378,379,380,384,385],{"id":48,"depth":375,"text":49},{"id":119,"depth":375,"text":120},{"id":164,"depth":375,"text":165},{"id":230,"depth":375,"text":231,"children":381},[382],{"id":276,"depth":383,"text":277},3,{"id":320,"depth":375,"text":105},{"id":332,"depth":375,"text":333},"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":386},"z_BLBI6CO_6LleoA2dFmAoap_ZKbguFwuMYswH_2-20",[393,395],{"title":9,"path":10,"stem":11,"description":394,"children":-1},"Construvex is organized the way an Indian real estate project actually works. Once these few ideas click, the rest of the product follows naturally.",{"title":17,"path":18,"stem":19,"description":396,"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.",1784127113510]