Create CRM deal and email prospect from lead
Create CRM deal and email prospect from lead
Your ad enquiries arrive unrecorded or duplicated, delaying viewing bookings and leaving agents without context. They become deals and get a welcome email for same-day outreach.
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Overview
Hot property enquiries must become actionable deals immediately, otherwise viewings slip and agents lose momentum. This flow captures each ad lead as a CRM deal, updates or creates the contact, and fires a tailored email so agents can follow up same day.