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Create CRM note and start follow-up plan for prospects

Create CRM note and start follow-up plan for prospects

When tenant questionnaire responses arrive untracked, contacts lack move-in context and tours go unprepared. Leasing staff get a CRM note with details and an assigned action plan for outreach same day.

Create CRM note and start follow-up plan for prospects

Overview

Unstructured questionnaire replies slow down leasing and leave agents without the context they need to book tours. This flow writes a full questionnaire note to the contact and starts a follow-up plan so agents have tasks and context the same day.

Create CRM note and start follow-up plan for prospects