Skip to content
Log inSign up
Templates
Create property referral task from website form submissions

Create property referral task from website form submissions

Your referral form entries lack routing, so referrals to property management stall and follow-ups get missed. Tasks are created for qualifying referrals so coordinators can follow up same day.

Create property referral task from website form submissions

Overview

Untriaged referral forms create friction between marketing and property operations and delay client contact. This flow turns qualifying referrals into tracked board tasks so coordinators can start outreach and complete handoffs the same day.

Create property referral task from website form submissions