General CRM operation and deals pipeline

📌 1. Customer types and how they enter the CRM

In the CRM we handle three main profile types, and each one enters differently.

Understanding how each profile enters is key to knowing where to find them and how the process continues.

🧑‍💼 1.1 RENTER (tenant)

• Is the only person who first enters as a "Lead" (potential customer).
• Created automatically when the renter:
  • Completes an application on the portal, or
  • Is invited by a Broker, Realtor, or Owner.

Renter States (Lead Status):

1. New Application – started the form or was invited.
2. Onboarding Incomplete – didn't finish their application.
3. Under Review – completed their information and the system evaluates their profile.
4. Pre-Approved – approved to advance.
5. Rejected – doesn't meet requirements.
6. Converted – was approved and already moved to Contact.

👉 When the renter reaches Pre-Approved, the system automatically converts them to Contact (Renter) and, if applicable, creates the Deal (operation).

🏠 1.2 OWNER (property owner)

• Created directly in Contacts, with Contact Type = Owner.