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Create lead and call task from address request

Create lead and call task from address request

Your address requests arrive without contact records or tasks, leaving agents unprepared. It captures the lead, logs the inquiry, and creates a call task so agents respond same day.

Create lead and call task from address request

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Overview

Address requests are high-intent investor signals; if they aren't turned into tracked leads with tasks, follow-up falls through and deal flow stalls. This flow captures each inquiry as a CRM lead, logs the message, and assigns a call task so agents contact investors same day and keep your pipeline moving.

Create lead and call task from address request