Leads V2: from first contact to accepted tenant, all in Vistral.

👥 Leads V2: from first contact to accepted tenant, all in Vistral

The previous lead flow didn't cover pre-leasing. It also let only one group be accepted per property and had no view by property or ad, so a lot of the work happened outside the app. Leads V2 rebuilds the flow around how PMs actually work. Every card sits in one of five phases and shows a single next action, and pre-leasing and leasing live on the same board.

👉 Open it: rentals.vistral.io/rentals/leads-pipeline

Who uses it: Rentals Managers, Rentals Analysts, IR Rentals and Property Managers (only their company's leads). Read-only users can browse but not act.

🧭 Five phases, one next step

• «Interesado cualificado» → «Visita & Decisión» → «Calificación en curso» → «Presentación a propietario» → «Interesado aceptado».
• Leads from Idealista are pre-qualified by QualiBOT and land in «Interesado cualificado» on their own.
• Each card shows:
  • the group and its status
  • phone (click to call) and email
  • its most advanced property, with +N for the rest
  • one button for the next action, such as «Agendar visita», «Evaluar visita», «Envío a calificación», «Confirmar calificación» or «Evaluar presentación»
• Properties are colour-coded by stage: teal for pre-leasing, purple for leasing.
• Some moves happen automatically. A visit whose date has passed moves to «Lista para evaluar». Once the tenant's documentation is complete, the lead moves forward to «Decisión confirmada».

🏠 By lead or by property

• Switch between «Interesados» and «Propiedades». The property view uses the same five phases with one row per ad, so you can see at a glance every group interested in a home.
• Choose between kanban and table views. Each group has its own detail page with «General», «Propiedades» and «Interesados» tabs.
• Search by name, email, phone, ID or ad title (accents are ignored). Filter by typology, number of leads, ad status, visit status and visit date.

📅 Visits, qualification and owner

• Schedule, reschedule, cancel and evaluate visits, choosing from a list of reasons for each outcome. For pre-leasing ads, Vistral first asks whether the visit can take place.
• Send the group to qualification and record Finaer's result (one report per adult), including the rejection reason when there is one.
• Present the group to the owner and record the owner's decision.
• Several groups can now be accepted for the same property. The first one to sign keeps it, and the others become «No disponible» at that point. Pre-reservations and contracts are signed from the «Comercialización» board.

📞 Calls, documents and exits

• Each lead has a call log. After three unanswered calls in a row, the lead can be marked as «Interesado perdido».
• «Descartar interesado» always asks for a reason. Discarded and lost leads stay in their own tab, «Descartados / Perdidos».
• Each tenant's profile collects general information, financial profile, documents and guarantor. Which documents are required depends on their employment status.
• «Inicio» shows active and exited leads, plus how many were accepted this month.
• Leads V2 replaces the previous board, «Captación y cierre» and «Notificaciones». Old links redirect to the new board.

Leads V2 puts every lead's next step in one place, so PMs place tenants faster and do their whole job inside Vistral.