Bulldog CrossingLeasing CRM starter

Priya Shah

Active

(706) 555-0106 · priya.parent@example.com

Lead Brief

The current leasing move before the full record.

human

Human handling is on

Automation is paused for this prospect. Decide whether to work manually, reassign, or return to AI Assistant.

Review

Leasing Context

Student-housing details and contact safety.

Lead Details

Phone:
Email: priya.parent@example.comContact: parentLatest source: Direct EmailBedroom: Not providedMove-in: not provided

Safe Channels

SMS: opted inEmail: opted in

Tour Status

Tour: not requested

Student Fit

Type: parentMove-in: not providedIntent: unknown

Next Work

Open tasks and immediate follow-up.

No open tasks. Keep the conversation moving toward a tour.

Open Work Queue

Latest Communication

4 sources summarized.

Priya Shah summary: Prospect type: parent. Preferred channel: sms; SMS consent: opted_in; email consent: opted_in.

lead created

Lead created

Jun 19, 2026, 5:01 PM

Direct Email: Parent helping a student compare housing close to UGA.

stage changed

Moved to Active

Jun 19, 2026, 5:01 PM

Seed data placed this lead in the current stage.

sms received

SMS received

Jun 19, 2026, 4:36 PM

Yes, can I see it this week?

Open Communication

Quick Actions

Common leasing moves.

Leasing Process

Active

Main pathactive

No-Contact Branch

If they engage at any point, move them back to Active.

Stops on reply or Do Not Contact