Real estate owners prioritize hot leads with call context
Real estate owners prioritize hot leads with call context
Real estate owners lose priority leads when call notes and stages stay buried, risking showings and commissions. This workflow marks leads Warm/Hot and attaches call notes so agents prioritize follow-up.
Overview
Owners risk missed showings and lost commissions when high-value leads aren't flagged or lack context. This workflow elevates hot leads to Warm/Hot, attaches call notes, and alerts the right agent so follow-ups happen faster and no priority lead slips through.
Notable Features
- Move lead to Warm/Hot
- Attach call notes to lead
- Notify agents of priority lead