Luxury Presence + Radius Agent
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.
- When this happens...New Lead or Lead ActivityTriggers when a new lead or a new lead activity is created.
- automatically do this!Create Active ClientCreates a new active Client
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More things you can do with Luxury Presence and Radius Agent
Discover other triggers and actions you can use with Luxury Presence and Radius Agent
- New Lead or Lead Activity
Triggers when a new lead or a new lead activity is created.
Try ItTriggerInstant - Change Client Status
Triggers when a change in client status is detected.
Try ItTriggerPolling - New Inbound Lead and Accepted Assist Lead
Triggers when a recently qualified assist lead is accepted or a new inbound referral is assigned.
Try ItTriggerPolling - New Qualified Lead
Triggers when a new lead is qualified.
Try ItTriggerPolling
- Reassign Agent
Triggers when a change in agent assignment is detected.
Try ItTriggerPolling - New Disqualified Lead
Triggers when a lead is disqualified.
Try ItTriggerPolling - New Note
Triggers when a new note/activity is added to your lead.
Try ItTriggerPolling - Client 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
ActionWrite
