> ## Documentation Index
> Fetch the complete documentation index at: https://brokeros.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Sales Execution & Site Visits

> Conducting high impact physical property presentations, client walkthroughs, and logging structured visit outcomes.

In real estate, site visits are the defining milestone of the sales cycle. Confirmed property bookings typically occur following a physical walkthrough of the project site, model units, and sales gallery.

***

## The Site Visit Workflow

```mermaid theme={null}
sequenceDiagram
    autonumber
    actor PreSales as Pre-Sales Agent
    participant CRM as BrokerOS API
    actor SalesExec as Field Sales Executive
    actor Buyer as Prospective Buyer

    PreSales->>CRM: Schedule Site Visit for Lead
    CRM->>CRM: Round-Robin Assign Active Project Sales Exec
    CRM->>CRM: Update Lead Status to SITE_VISIT_SCHEDULED
    CRM->>SalesExec: Push Notification (Customer, Project, Time)
    SalesExec->>Buyer: Coordinate Arrival & Directions
    SalesExec->>CRM: Confirm GPS Arrival on Site
    SalesExec->>Buyer: Walkthrough Model Unit & Present Cost Sheet
    SalesExec->>CRM: Submit Site Visit Outcome & Feedback
    SalesExec->>CRM: Advance Lead to NEGOTIATION if Buyer is Interested
```

***

## Site Visit Assignment & Pre-Visit Briefing

### Automated Project Round-Robin

When pre-sales schedules a visit for a specific project:

* BrokerOS queries active sales executives mapped to that project (`ProjectAssignment`).
* The system assigns the visit using deterministic round-robin rotation based on the previous assignment.
* The lead's `assignedUserId` automatically transfers to the designated field sales executive.
* An instant push notification alerts the executive with customer details, project name, and scheduled time slot.

### Pre-Visit Briefing

Before greeting the client at the project lounge, the sales executive reviews the lead profile in the mobile app:

* AI call transcription summaries and next-step recommendations from the pre-sales discovery calls.
* Specific preferences such as configuration, desired floor level, and orientation.
* Verified budget range and timeline.

***

## Conducting the Walkthrough

During the on-site presentation, the sales executive guides the buyer through key presentation stages:

* **Master Plan & Amenities**: Reviewing overall community layouts, tower placements, clubhouse facilities, and green spaces.
* **Model Units**: Walking through actual floor plans, room dimensions, natural lighting, and interior specifications.
* **Inventory Matrix & Cost Presentation**: Using the real-time BrokerOS inventory screen to check unit availability and present transparent pricing breakdowns.

***

## Logging Site Visit Outcomes

Immediately following the visit, the sales executive logs the structured visit feedback in the mobile app:

| Feedback Field | Allowed Values / Format | Description |
| :- | :- | :- |
| **Status** | `ASSIGNED`, `SCHEDULED`, `CONFIRMED`, `IN_PROGRESS`, `COMPLETED`, `CANCELLED`, `RESCHEDULED`, `NO_SHOW` | Current operational state of the visit. |
| **Interest Level** | `HIGH`, `MEDIUM`, `LOW`, `NOT_INTERESTED` | Evaluates buyer engagement and purchase intent. |
| **Confirmed Budget** | Number (e.g. `1250000`) | Validated financial capability after reviewing pricing. |
| **Unit Preference** | String (e.g. `Unit 1402, 3-Bedroom`) | Specific inventory configuration preferred by the buyer. |
| **Customer Reaction** | String | Qualitative sentiment regarding the development and amenities. |
| **Customer Objections** | Text | Specific concerns such as pricing, completion dates, or layout. |
| **Closing Probability** | String (e.g. `80%`) | Estimated likelihood of moving to booking. |
| **Next Action** | String | Concrete follow-up deliverable for the sales executive. |

***

## Pipeline Advancement

Completing a site visit triggers automatic activity tracking:

* **Daily Task Completion**: Marking a site visit `COMPLETED` automatically verifies the executive's daily site visit performance targets.
* **Advancing to Negotiation**: If the buyer expresses strong purchase intent, the sales executive advances the lead status to `NEGOTIATION` and opens a formal negotiation thread in BrokerOS.
* **Rescheduling & Cancellations**: If a client misses an appointment, the visit is flagged as `NO_SHOW` or `RESCHEDULED`, preserving full historical audit logs on the lead timeline.


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