Lead Workspace — LD-2026-04512 · Amina Noor

Owner: Omar Haddad · branch Dubai HQ · source Website / campaign “Summer Marina 2026” · party PTY-0044821 · created 13 Jul 2026 · last touch today 09:42.

UX-06 CRM-04 CRM-05

Schedule viewing

New Contacted Qualified Viewing Offer Won / Lost

Timeline — permission-aware 1 restricted entry hidden

17 Jul 2026 · 09:42

WhatsApp inbound — “Is 16:30 still ok for the viewing?”

Auto-linked to viewing VW-2026-1187 · replied 09:44 by Omar Haddad
16 Jul 2026 · 15:10

Viewing scheduled — PR-A-1103, today 16:30

Attendees: Amina Noor, Omar Haddad · calendar invite sent · viewing workspace
15 Jul 2026 · 17:32

SMS marketing consent withdrawn (reply “STOP”)

Dispatch pipeline suppression active · evidence evt_9f2c81 · consent record
15 Jul 2026 · 11:05

Qualification updated — stage moved Contacted → Qualified

Budget confirmed AED 1,400,000–1,800,000 · mortgage pre-approval ref ENBD-PA-77812
14 Jul 2026 · 09:20

Duplicate resolved — WhatsApp lead LD-2026-04530 merged into this party

Normalized phone exact match (0.92) · evidence EV-2211 · reversible merge · merge history
13 Jul 2026 · 16:47

First call — outcome: interested, prefers Marina District 2BR

Duration 07:12 · next action created: send shortlist (done 13 Jul 18:02)
13 Jul 2026 · 16:38

Assigned to Omar Haddad — rule LR-07 (round robin · Dubai HQ · EN)

Decision explanation stored: capacity 6/10, language match, no exclusions · no override
13 Jul 2026 · 16:31

Lead created from website enquiry WEB-88213

Source, consent (form v3 double opt-in), dedupe result and assignment status captured · intake trace
—

Restricted Compliance event hidden

Visible to Compliance role only · request access via RBAC

Activities & follow-ups Calendar view

Type	Subject	Owner	Due	SLA / status	Outcome → next action
Viewing	PR-A-1103 · Prototype Residences A	OHOmar Haddad	17 Jul 16:30	Scheduled	Outcome required at completion (atomic update of timeline, task, unit)
Call	Confirm mortgage pre-approval expiry	OHOmar Haddad	18 Jul 10:00	Open	— → capture expiry date on qualification
Task	Send updated Building B shortlist (2 units)	LHLayla Hassan	16 Jul 18:00	Overdue 20h — escalated to Rashid Al Farsi (SLA-ACT-02)	— → reassign or complete with note
Email	Shortlist: PR-A-1103, PR-B-2106, PR-A-0904	OHOmar Haddad	13 Jul 18:02	Done	Opened 3× → follow-up call booked
Call	First response call	OHOmar Haddad	13 Jul 16:46	Done · SLA met 9m	Interested → send shortlist

QualificationDraft saved 15 Jul 11:05 — unsaved-change protection on

Purpose *

Purchase timeline *

Budget min (AED) *

Budget max (AED) *

Financing

Pre-approval valid until 30 Sep 2026.

Proof of funds document *

Required before the Offer stage — server validation E-QUAL-014.

Preferred areas

Bedrooms

Record viewing outcome — VW-2026-1187 · PR-A-1103

Saving the outcome updates the lead timeline, creates the next task and refreshes the unit/deal status atomically (CRM-05 acceptance criterion). Incomplete saves are rolled back.

Outcome *

Next action *

Notes

Lead summary

Party: Amina Noor · PTY-0044821
Phone: +971 50 123 4472 Verified
Email: amina.noor@example.ae
Language: EN / AR (prefers EN written, AR calls)
Source: Website · “Summer Marina 2026”
Stage: Qualified since 15 Jul
Assignment: Rule LR-07 · no override
Response SLA: Met — 9m (target 15m)
KYC: Screening pending

Preferences

Type: Apartment · 2 BR · 2.5 bath
Area: Marina District → Prototype Residences
Budget: AED 1,400,000.00 – 1,800,000.00
View: Marina / partial marina
Parking: 1+ bay
Handover: Ready / ≤ 6 months
Must-haves: Balcony, pet-friendly building

Consent stateFull record

Channel · purpose	Status
Email · marketing	Granted 13 Jul
SMS · marketing	Withdrawn 15 Jul
WhatsApp · updates	Granted 13 Jul
Phone · sales calls	Granted 13 Jul
DND window	21:00–08:00 GST

Matched inventory Open matching

Unit	Price (AED)	Match	Status
PR-A-1103 2 BR · 1,204 sqft · marina view	1,750,000.00	92%	Available
PR-B-2106 2 BR · 1,188 sqft · partial marina	1,690,000.00	88%	Available
PR-A-0904 2 BR · 1,151 sqft · courtyard	1,585,000.00	81%	Reserved — other deal, expires 19 Jul
PR-B-1409 2 BR · 1,240 sqft · marina view	1,845,000.00	78%	Over budget +2.5%
PR-A-2201 3 BR · 1,610 sqft · high floor	2,310,000.00	64%	Outside criteria

Convert-to-deal checklist

Gate	Status
Qualification complete	Passed 15 Jul
Consent verified (contactable)	Passed
Duplicate check resolved	Merged 14 Jul
KYC screening clear	Pending — Yusuf Karim

On conversion a deal opens in the Deal Workspace with reservation lock and commission plan snapshot (WF-02).

Static render mockup — no live data. Source: ERP Modern Development Specification v2.0 · Covers: UX-06, CRM-04, CRM-05.