Add open-house form contacts to CRM with notes
Add open-house form contacts to CRM with notes
Your open-house form submissions often lack standardized contact records and viewing context, delaying agent outreach. Leads receive contact entries and property-viewing notes for same-day follow-up.
Overview
Open-house submissions often arrive with inconsistent fields and no agent-ready context, which delays outreach. This flow captures each submission as a contact, logs a property-viewing event, and attaches a consolidated note so agents have same-day context for follow-up.