Sales Process
5 min readIntermediate
Digital Unit Booking & Token Management Workflow
Streamlining token payment collection, instant digital receipts, unit locking, and inventory sync across sales desks.
Key Executive Takeaways
- ✓1-Click unit reservation temporary hold (valid for 30 minutes while payment processes).
- ✓Instant PG gateway link generation for credit card or UPI token payment.
- ✓Automated digital booking receipt issued directly to customer WhatsApp & email.
1. The 4-Step Digital Booking Sequence
1. Unit Selected on Stacking Chart → 2. 30-Min Temporary Lock Activated → 3. Customer Pays Token via Payment Link / Cheque Upload → 4. Unit Status Changes to Booked & Receipt Issued.
Frequently Asked Questions
What happens if a token payment fails or cheque bounces?
If payment isn't confirmed within the configured lock window (e.g. 24 hours), the CRM automatically releases the unit back into the available pool.
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