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Create follow-up check-ins and post online buyer leads

Create follow-up check-ins and post online buyer leads

Your buyer check-ins often lack lead context, causing missed outreach. Capture contacts, post claimable leads, and schedule next check-ins so agents act the same business day.

Create follow-up check-ins and post online buyer leads

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Overview

When check-in events lack structure, leads go cold and agents waste time chasing context. This flow converts those events into claimable CRM leads and schedules the next contact so agents can re-engage leads the same business day.

Create follow-up check-ins and post online buyer leads