Luxury Presence + Radius Agent
Create active clients in Radius Agent from new leads or lead activities in Luxury Presence
Effortlessly manage your leads from Luxury Presence by creating active clients in Radius Agent. With this seamless workflow, whenever there's a new lead or lead activity in Luxury Presence, an Active Client will be created in Radius Agent, helping you stay organized and focused on expanding your network. Boost your productivity and optimize client relations with this streamlined solution.
Effortlessly manage your leads from Luxury Presence by creating active clients in Radius Agent. With this seamless workflow, whenever there's a new lead or lead activity in Luxury Presence, an Active Client will be created in Radius Agent, helping you stay organized and focused on expanding your network. Boost your productivity and optimize client relations with this streamlined solution.
- When this happens...New Lead or Lead Activity
Triggers when a new lead or a new lead activity is created.
- automatically do this!Create Active Client
Creates a new active Client
- Free forever for core features
- 14 day trial for premium features & apps
New Lead or Lead Activity
Triggers when a new lead or a new lead activity is created.
Try ItChange Client Status
Triggers when a change in client status is detected.
Try ItNew Inbound Lead and Accepted Assist Lead
Triggers when a recently qualified assist lead is accepted or a new inbound referral is assigned.
Try ItNew Qualified Lead
Triggers when a new lead is qualified.
Try It
Reassign Agent
Triggers when a change in agent assignment is detected.
Try ItNew Disqualified Lead
Triggers when a lead is disqualified.
Try ItNew Note
Triggers when a new note/activity is added to your lead.
Try ItClient Source
Name
Emails
Phones
Additional notes about client
Client Type
Social Data
Tags
Property address
Property Name
Property City
Property state
Property Zipcode
Number of bedroom
Number of Bathroom
Property Age
Covered Area
Area Coverage
Sale Price
Property Type
Property country
Transaction Type
Minimum budget
Maximum Budget
Number of bedroom
Number of bathroom
Area unit
Minimum size of the area
Sale type
Requirement zipcode
Requirement Neighbourhood
Requirement City
Requirement State
Note
Source Url
Assigned To
Assigned Lender Name
Stage Id
Stage
Assigned Lender Id
Price
