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Matter BD Suite
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Add Lead
Add New Lead
Full Name *
Company
Phone
Email
Lead Source *
Walk-in
Social Media
Website
Referral
Assign To
Sara Khalid
Raza Pasha
Maira Iqbal
Initial Notes
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Save Lead
Start Walk-in Session — Customer Details
Capture the customer's details before starting the timer. If they're an existing client, type their name to find them.
Full Name *
Company / Project
Phone Number *
Email
Lead Source *
Walk-in
Social Media
Website
Referral
Initial Notes
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▶ Start Session
End Session — Capture Interest
Client
—
Duration
—
Product Categories of Interest *
Mouldings
Flooring
Wall Panel
Planters
Ultra Light Cladding
Session Notes & Preferences
Follow-up Action
Send Product Catalogue
Schedule Site Visit
Send Quotation
No Follow-up Needed
Deal Potential
Hot 🔥
Warm
Cold
Just Browsing
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End Session & Save
Hold Stock
Quantity to Hold *
Client
Linked Deal (optional)
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Hold Stock
Request Stock Reorder
Quantity to Reorder *
Reason / Notes
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Submit Request
Create User
Full Name *
Email *
Role
BD Executive
BD Manager
Admin
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