Create lead notes from property view alerts for agents
Create lead notes from property view alerts for agents
When visitors view listings anonymously, your agents lose outreach context and follow-ups lag. Log views to CRM notes so agents get context and can follow up the same day.
Overview
Property views are often invisible to agents until it's too late, costing momentum on warm prospects. This workflow logs each view as a CRM note so your agents get immediate context and can follow up the same day.