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For real estate business owners: create lettings opportunities and logs

For real estate business owners: create lettings opportunities and logs

Real estate business owners miss lettings leads when activities aren't logged as opportunities, risking bookings and commission. It ensures reps see pipeline and reports.

For real estate business owners: create lettings opportunities and logs

Overview

Real estate owners risk lost bookings and commission when lettings activities aren't captured as pipeline items. This workflow converts each published lettings activity into a CRM opportunity and a spreadsheet log, giving sales reps timely pipeline visibility and helping eliminate missed follow-ups.

Notable Features

  • Create opportunity in your CRM
  • Add a row to central spreadsheet
  • Alert sales reps of new opportunities

For real estate business owners: create lettings opportunities and logs