Asset Tree Homes
Guest Relations — Site Visit Portal
Version 3.5
Updated September 2026
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Request an investigation
The full audit result is attached automatically — lead IDs, stage, age, follow-up history and the lookup links. Contact details go out masked.
GRE Site Visit Portal
Asset Tree Homes · Guest Relations Desk
—
v3.5
Guest Relations Executive on duty *
Select who is capturing this visit
Customer details
Enter the customer's name (letters only)
Age must be between 18 and 100
Choose an occupation
Mobile numbers *
Email addresses *
What are they looking for? *
Select a requirement
How soon do they intend to buy?
Preferred size
Tick every band they would consider.
Budget
₹50 L – 75 L
Under ₹40 LAbove ₹3 Cr
Funding
Project *
Select a project
Configuration *
Pick a project to load configurations
Select a configuration
Unit preference
Where do they live? *
Enter a locality (at least 3 characters)
How did they hear about us? *
Select a source
Pick the detail for this source
Customer signature *
Ask the customer to sign here
Signed by —
The customer's signature is required
Contact details are stored masked
This step is for the desk. Turn the screen away from the customer — the clock, the code and the photo are all yours, not theirs.
Visit clock *
Not checked in
00:00:00
Check the customer in when they arrive at the desk.
Check the customer in and out before recording the visit
Verify the customer *
Two codes, sent at check-out
No email captured
SMS Email Voice call · under development
Check out sends the customer two codes: one for a visit that went well, one for a visit that did not. Either code verifies them. Which one they use is not shown here.
Waiting for check-out
The visit cannot be recorded until the customer is verified
The visit
First visit
Revisit
GRE photo *
Take a photo at the desk
stamped with the time, the reference and where the device is
1
Open the camera and frame yourself at the desk.
2
The date, time, visit reference and the device's position are drawn into the photo.
3
It saves straight away. Retake replaces it.
Location not requested yet
Take the GRE photo before submitting
Assign to sales executive *
Pick a project on the previous step to load the team
Select the executive handling this visit
Optional
0/300
Routing and remarks reach the sales team
Sell.do lead audit
Capture summary
What happens on submit
Customer feedback link
Sent by SMS and email as soon as the visit is recorded
Always
Executive feedback reminder
SMS to the sales executive 3 hours after the visit
Always
Sell.do + Synology Chat
Lead pushed to the CRM and announced in the team chat
Always
Something went wrong
Pushes to Sell.do on submit
Today's visit log
TimeRefCustomerMobileEmail ProjectRequirementSourceExecutive GREOn siteLeadSell.do IDOTPSignCRM
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Every number and email here is masked. The full values were never written to disk — they went to Sell.do and the SMS gateway and were dropped.
Masked records only