Add seller form responses to CRM and start plan
Add seller form responses to CRM and start plan
Your seller form submissions sometimes lack key property context, blocking fast outreach. Agents receive a complete contact with property details and an action plan for same-day follow up.
Overview
When seller leads come in through forms, missing details and manual entry slow your team down. This flow creates a complete CRM contact, attaches property context, and applies a follow-up plan so agents and partner support can act same day.