Skip to content

Engineering: keep contact stages current when visits booked

Sales reps miss booked showings when calendar events don't update CRM, risking lost commissions. It updates the contact's sales stage so reps prioritize property visits and plan next steps.

Engineering: keep contact stages current when visits booked

Overview

Missed or mis-staged prospects leave showings unprioritized and cost commissions. This workflow ensures booked visits update contact stages so reps focus on the right prospects and avoid lost opportunities. Expect faster handoffs and zero missed follow-ups.

Notable Features

  • Update CRM stage on booking
  • Tag contacts with visit date
  • Notify sales reps for prioritization

Engineering: keep contact stages current when visits booked