Real estate agents keep buyer lead tracker up to date

Real estate agents miss CRM stage updates, causing slipped follow-ups and lost commissions. It writes 'Met with customer' changes to the master buyer leads sheet so branch agents can follow up quickly.

Overview

Missed pipeline stage updates cost commissions and create reporting gaps for small brokerages. This workflow writes every 'Met with customer' stage change into the master buyer leads sheet, eliminating missed follow-ups and giving branch agents immediate visibility.

Notable Features

Update master buyer leads sheet
Route updates to branch rows
Mark contacts ready for follow-up