Create CRM inquiry from new property lead for agents
Create CRM inquiry from new property lead for agents
Your property lead messages arrive unvetted and lack assignment, so agents can't prioritize outreach before interest cools. Create CRM inquiry records and route them to owners for same-day follow-up.
Overview
Inbound portal leads often arrive incomplete or unassigned, which slows outreach and damages conversion. This flow turns those leads into standardized CRM inquiry records and routes them to owners so agents can follow up same day and keep clients engaged.