Create CRM lead from website floor plan request
Create CRM lead from website floor plan request
Your property floor-plan requests arrive without CRM records, leaving agents without contact context or history for outreach. Capture leads and event notes so agents can follow up same day.
Overview
Unlogged floor-plan inquiries stall deals and waste agent time. This flow captures each website submission as a CRM lead and attaches an inquiry event, so agents receive context and can follow up same day.