SOP — Lead qualification

Purpose: determine the buyer’s needs and record a credible next sales action.

Field	Standard
Trigger	New lead assigned or contact response received.
Responsible role	Assigned sales staff.
Required information	Contact method, lot/project interest, timeline, plan/budget interest, decision context.
Steps in platform	Open lead; review history; record contact activity; update owner/stage; create a dated follow-up or visit.
Expected status changes	new_lead → contacted, interested, family_decision, or payment_plan_review as evidence supports.
Required documents	None by default.
Financial checks	Discuss configured options only; do not record unverified money.
Follow-up deadline	Date agreed with buyer or management policy.
Escalation conditions	Duplicate conflict, unclear pricing, disputed availability, or urgent unassigned buyer.
Completion criteria	Current stage and next action accurately reflect buyer position.
Audit/accountability evidence	Activity history and follow-up task.
Common mistakes	Advancing a stage without evidence; saving only an informal message; no owner.

Media: Annotated screenshot, checklist, fictional scenario.