Add new viewing entries to the leads tracker sheet
Add new viewing entries to the leads tracker sheet
Your viewing bookings arrive without structured lead data, causing missed follow-ups and double bookings. Add viewing details to a shared leads tracker so agents get context and act same day.
Workflow preview:
Zap details:
Overview
When viewing requests land in different systems, agents lose context and prospects cool off; this flow centralizes each viewing into your leads tracker so listing managers always see fresh details. That drives same-day follow-up and reduces double bookings across your portfolio.