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Lead Detail
Chua Distribution lead record
Use this record to keep the prospect conversation moving without losing the source, service lane, or next action.
- Status
- Closed
- Source
- Warm referral
- Service lane
- Tax compliance retainer
- Last touch
- 3 days ago
- Priority
- Low
- paolo@chuadistribution.ph
Current Note
What this lead needs next
Transition into client onboarding and document collection.
Converted after reviewing the monthly compliance scope and onboarding timeline.
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.