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Lead Detail
Torres Events lead record
Use this record to keep the prospect conversation moving without losing the source, service lane, or next action.
- Status
- New
- Source
- Referral from prior inquiry
- Service lane
- Payroll and remittances
- Last touch
- Today
- Priority
- High
- mika@torresevents.ph
Current Note
What this lead needs next
Send the first acknowledgment and qualification questions.
Just entered the pipeline and has not received a first response yet.
Follow-up boundary
Lead detail can guide outreach and follow-up structure, but the live product should still avoid implying that every client conversation or engagement obligation is fully automated or regulator-approved by default.
Conversion
Ready when the scope is clear
Conversion creates an onboarding client, preserves the lead source, and records the status transition.
Keep the lead here while the conversation is exploratory. Convert once the service lane, contact email, and first onboarding checkpoint are ready to become client work.