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P
Pre-Sales
Features:
No of Calls Project wise
Sales Executive wise Calls, Walk-ins with status –H/W/C
Option to
Searching on Name, Res & Office address
search based on contact nos
view as per residential status I / NRI
view as per Profession
sort as per housing requirements (own res/2nd home…)
sort as per specification 1 2 3 4 BHK
sort as per source
Details of each Call:
Basic Details
Name, Age, Sex, Residential Add1, 2, 3, 4,
pincode, Residential Phone1, 2,
Office Add1, 2, 3, 4, pincode, Office Phone1, 2, ext, Fax,
e-mail,
Mobile
, Profession (Service, Business, Self Employed),
Residential Status INDIAN/NRI
Income Details
Your monthly Income, Spouse’s Income, Working for, Designation
Requirements
You need house for (flexible)
Own Residence, Second Home, Holiday Home,
Investment Purpose
Location (project) (flexible)
Goregaon,
Kolhapur
Specification of your home (flexible)
1BHK, 1½BHK, 2BHK, 3BHK, 4BHK
(Area wise – 400-500sqft, 500-600sqft ….)
Investment Plan
Your investment plan for the house (flexible)
30-35 lacs, 35-50 lacs, 50-65 lacs, ….
How do you propose to finance this investment?
(flexible)
Sale
of Property, Housing Loan, Savings
How did you here about US:
(flexible)
News Papers (name ……), Radio, TV Advertisement, Leaflets
For Internal Use
Sales Executive Name & Date
Sales visit by
& Date
Discussion by & Date
Product suggested 1 – 2 – 3 – 4 – 5 BHK,
Area, Flat#
Comments
Follow-up Date & Details
..
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Sales By & Date
Registration by & Date
DOX by & Date
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