Create new agency lead and notify rentals team
Create new agency lead and notify rentals team
Your rental referral rows sit untracked in a spreadsheet and BDMs can't triage hot leads quickly. Appraisals start within minutes after a lead record is created and rentals staff are emailed.
Overview
Referrals buried in a spreadsheet rarely get the quick attention they need; that delays appraisals and risks lost listings. This flow converts each referral row into a CRM lead and pings BDMs and rentals staff, so hot referrals are actioned within minutes.