TiggerOn

Create Booking

When a potential lead successfully converts into a valued customer, you can create a booking for that lead in the "View Lead" section of the Leads module. All bookings generated in the Leads module will be accessible here, providing a comprehensive overview of booking details. Follow the following steps to create a booking:

Go to the “Leads” module.
Click on the “View Lead”.
Click on the “Dispose Lead” in the Booking Info.
Then Dispose the lead by selecting the main disposition and sub disposition.
After disposing the lead, you can see a button “Create Booking” on the header of the booking page.
Click on “Create Booking”.
Fill Property Details.
Then the booking of this lead will be visible in the Booking module.

Counter

Counters play a pivotal role in providing quick insights into the current status of bookings. There are two counters available:

Total Booking: Click to view a list of all bookings.
Today’s Booking: Access a list of bookings made on the current day.

Filter

Filters are used to refine the data displayed on the booking dynamically according to your specific requirements. You can utilize filters to focus on specific criteria such as Customer Name, Property Type, Property Category Type, Approved By, Project, Select Aging and Last Updated Date.

Booking List

View booking details including Booking Info, Customer Info, Sale Info, Property Info and Action Button.

View Booking

Clicking on the "View Booking" button provides detailed information categorized into sections:

Booking Info

You can view the following booking info

Customer Name
Customer ID
Contact Number
Project Name
Property Type
Property Category
Disposition
Sub Disposition
NDOF
Email
Property Price
Discount
Sale Price
Paid Amount
Remaining Amount

Property Details

You can view or edit property details

Project Name
Property Type Name
Property Category Name
Description

Sale Details

You can view or edit sale details

Property Price
Discount
Sale Price
Sale Approved By

Nominee Details

You can view or edit nominee details

Nominee Name
Contact Number
Relation

Transaction Details

In this section, you can view or edit the transaction details. Note: Activate the "Add Transaction" feature by adding sale details first.

Property Price
Sale Price
Remaining Amount
Paying Amount
Payment Mode
Payment Date
Created By

Document Details

In this section, you can view or edit the document details

Add New Document: Click to add a new document, providing Document Type, Document Name, and Document Image.
Document List

Document Name
Document Type
Status (Change document status)
Created At
Preview (View document by clicking on the Preview button)
Reupload (Reupload the document by clicking on the Reupload button)