F
FINISTA
Dealer Admin
Lead
Capture New Site Lead
Record prospective fenestration project & territory routing
Client Contact Details
Client Full Name
*
10-Digit Mobile Number
*
+91
Email Address
Project Type
Villa / High-End Residence
Apartment / Penthouse
Renovation / Retrofit
Commercial / Office Complex
Bungalow / Farmhouse
Other Construction
Lead Source (लीड कहाँ से आई है) *
Channel Tag
🏢 Showroom Visit / Walk-in (शोरूम विज़िट)
🌐 Online Website / Digital Ad (ऑनलाइन वेबसाइट)
💬 WhatsApp Inbound (व्हाट्सएप)
📍 Field Site Scanning by SE (सेल्स एग्ज़ीक्यूटिव साइट स्कैनिंग)
📞 Incoming Phone Call (फ़ोन कॉल)
🏗️ Architect / Builder Referral (आर्किटेक्ट रेफरल)
🤝 Existing Client Referral (क्लाइंट रेफरल)
📰 Exhibition / Trade Expo (एग्ज़ीबिशन)
📌 Other Source Channel (अन्य माध्यम)
Site Location & Geo Tagging
Site / Installation Address
Auto-Parse from Google Maps / WhatsApp Location
Latitude
Longitude
Territory Zone
-- Select Zone --
Jodhpur Zone 1: Shastri Nagar & Ratanada (Z-JDH-01)
Jodhpur Zone 2: Paota & Mandore Industrial (Z-JDH-02)
Jodhpur Zone 3: Sardarpura & Pal Road (Z-JDH-03)
Mumbai HQ: Central & South Metro (Z-MUM-01)
Assigned Sales Executive
-- Select Sales Executive --
Project Scope & Timeline
Estimated Windows
Estimated Doors
Target Completion Date
Site Notes & AI Structuring
Format with Gemini AI
Raw Remarks (Voice transcript or field notes in Hindi / English)
AI-Structured Professional Requirements
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Client Leads
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