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Create new lead records and assign local agent

Create new lead records and assign local agent

Your property ad form submissions often arrive unassigned, causing delayed callbacks and missed site visits. They are routed to the right broker and added to CRM for same-day follow-up.

Create new lead records and assign local agent

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Overview

When property inquiries from ads arrive unassigned, brokers miss showings and conversion suffers. This workflow captures each form lead, assigns a local broker, logs it to your worksheet and CRM, and adds the contact to your nurture list so agents can follow up within minutes.

Create new lead records and assign local agent