Sales Process
5 min readIntermediate
Token Management & Unit Blocking Rules for Developers
Policies and CRM controls for managing Expression of Interest (EOI), booking advance tokens, and cancellation refunds.
Key Executive Takeaways
- ✓Enforce mandatory document uploads (PAN Card, Aadhaar, Passport Photo) before marking a token confirmed.
- ✓Automate refund request approvals to maintain developer credibility.
- ✓Set maximum hold periods for EOI (Expression of Interest) tokens.
1. EOI & Launch Token Allocation Best Practices
During pre-launch phases, assign priority queue numbers linked directly to timestamped digital token payments.
Frequently Asked Questions
How does CRM handle multi-party booking ownership?
CRMs store primary applicant details alongside co-applicant records, linking joint PAN cards and addresses to the single unit file.
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