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Lead Management

Kenji Watanabe

Qualified Referral
  • Osaka, Japan
  • kenji.watanabe@example.com
  • Lead since Oct 3, 2026
Edit Convert to member
  1. NewOct 3
  2. ContactedOct 9
  3. QualifiedSince Oct 17
  4. NegotiationNext stage
  5. WonConvert to member

Contact

Prefers WhatsApp, evenings in Japan

  • Emailkenji.watanabe@example.com
  • Phone+81 90 5555 0142
  • WhatsApp+81 90 5555 0142
  • LocationOsaka, Japan (UTC+9)
Call Email Chat

Lead details

  • SourceReferral by Elena Petrova
  • Interested inPlatinum $999
  • OwnerMarcus Reyes
  • Last contactOct 19, 2026
  • Follow-up dueOct 24, 2026

Lead score

Recalculated every night

+9 this week
  • Activity92
  • Package fit84
  • Budget78
  • Recency88
Next best action

Send the Platinum proposal today

Kenji opened the Platinum overview three times this week and asked for commission examples. Leads at this score who get a proposal within 48 hours convert three times as often.

Send proposal Book a call

Activity

Every touchpoint, newest first

  1. Opened the Platinum overview email for the third time.
  2. Marcus Reyes called for 18 minutes. Kenji wants a sample commission plan before he commits.
  3. Stage moved from Contacted to Qualified after the call booked itself.
  4. Attended the Platinum webinar and stayed 52 of 60 minutes.
  5. WhatsApp introduction and brochure sent by Marcus Reyes.
  6. Lead created from Elena Petrova’s referral link.