Add new Luxury Presence leads to DeltaNet CRM as customers
Enhance your real estate business operations with this efficient workflow. As soon as there's new lead activity or a new lead in Luxury Presence, it will promptly update this information into DeltaNet CRM as a customer. This real-time data entry allows your team to swiftly follow up on promising leads, saving you time and helping you close deals faster. It's a seamless process that ensures your CRM is always updated with the latest prospect information.
Enhance your real estate business operations with this efficient workflow. As soon as there's new lead activity or a new lead in Luxury Presence, it will promptly update this information into DeltaNet CRM as a customer. This real-time data entry allows your team to swiftly follow up on promising leads, saving you time and helping you close deals faster. It's a seamless process that ensures your CRM is always updated with the latest prospect information.
- When this happens...New Lead or Lead Activity
Triggers when a new lead or a new lead activity is created.
- automatically do this!Add Customer
Create a new customer in DeltaNet.
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New Lead or Lead Activity
Triggers when a new lead or a new lead activity is created.
Try ItProcessed/Unprocessed request
Request Type
Request Source
Customer Groups
Showing Type
Assigned Agent
Office
Assignment Type
Try Itcustomer_emailRequired
NoteRequired
Date
Customer emailRequired
Start DateRequired
RepeatRequired
End Date
ActionRequired
Note
Processed/Unprocessed Lead
Request Type
Request Source
Customer Group
Showing Type
Assigned Agent
Office
Assignment Type
Try ItFirst NameRequired
Last NameRequired
emailRequired
Cell Phone
Daytime phone
Evening Phone
Note
customer_emailRequired
Blog IdRequired
EmailRequired
Group IDRequired