Brokers prevent re-engaging disqualified property leads

Brokers re-contact disqualified prospects when stages shift to Lead Pond, risking missed showings and lost commission. Archive client records when contacts hit Lead Pond, preventing stale outreach.

Overview

Brokers lose commission when stale leads get re-contacted. This workflow archives contacts that move to Lead Pond, eliminating wasted outreach and keeping your pipeline accurate. Brokers report fewer manual cleanups and clearer handoffs.

Notable Features

Archive client records on stage change
Prevent agents from re-contacting leads
Log archive actions for audit