Create CRM lead from new booking for agents
Create CRM lead from new booking for agents
Your booking invitees arrive without CRM context, leaving agents unable to prep or prioritize visits. Adds contact records and tags so agents get appointment-ready profiles same day.
Overview
Booked showings should never land in a blind inbox. This captures every new booking as a CRM contact, tags it by appointment purpose, and sequences follow-up so leasing agents have appointment-ready profiles within hours.