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Create timely follow-up tasks from saved property leads

Create timely follow-up tasks from saved property leads

Saved properties on your site often leave agents without context, delaying outreach and cooling hot prospects. Create a prioritized task so agents can follow up the same day.

Create timely follow-up tasks from saved property leads

Overview

When a prospect saves a property, interest is time-sensitive and agents need immediate context to act. This flow creates a CRM event and assigns a same-day follow-up task so agents can contact prospects and book viewings quickly.

Create timely follow-up tasks from saved property leads