Capture the requirement before scheduling
A buyer record should explain what the person is looking for: project, budget, configuration, location and likely timing. Keep the original source and responsible salesperson beside those details.
Avoid creating a separate record for every phone call. Update the existing buyer history so another team member can understand the conversation.
Make the visit a working event
A calendar entry needs a project, buyer, assigned host and confirmation status. After the visit, record preferences and objections while the conversation is fresh.
- Confirm the buyer and preferred visit time.
- Check project and unit availability.
- Assign the visit host and share the requirement.
- Record feedback and agree the next contact.
Separate interest from commitment
An interested buyer, a unit hold and a booking are different states. Agree who can change inventory status and when a hold expires. Keep payment and document requirements visible before treating a booking as complete.
Review the handoff
Review buyers with no next action, visits awaiting feedback and bookings with incomplete documents. Melorite Real Estate can be explored around this complete journey rather than as a list of isolated screens.
