Add showing request contacts to CRM and create log entry
Add showing request contacts to CRM and create log entry
You receive showing requests by email with unstructured info, causing untracked contacts and delayed follow-ups. Captures contact and showing details so you can update records and follow up same day.
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Overview
Inbound showing requests often arrive as messy emails, leaving agent details unrecorded and follow-ups delayed. This flow captures the agent contact, logs the showing, and seeds your CRM so listing agents and office admins can act and report on showings same day.