Lead qualification
Sales reviews the inquiry, owner, source, and contact evidence before converting a qualified prospect into a managed client.
PUXORA 360 · Sales operations
Illustrative Folio-x interface using representative data. Every person, property, identifier, date, and amount shown below is fictional.
Sales reviews the inquiry, owner, source, and contact evidence before converting a qualified prospect into a managed client.
Stages follow recorded business facts. Normal progress is contiguous; a manager can handle an exception only with a reason.
Finance sees the plan, due dates, and supporting receipt state before marking an installment as verified.
Completeness signals and a client-safe preview help reviewers catch thin updates before an approved report is sent to the resolved owner.
Interior wall finishing is complete and electrical fitting has started. Overall progress is now 68%. The next scheduled work is ceiling installation.