Real estate team leaders capture targeted leads into tracker

Real estate team leaders lose hot leads when source contacts sit buried, costing showings and commissions. Leads land in your lead progress tracker so sales ops and agents prioritize follow-up quickly.

Overview

Missed or buried source leads cost showings and commissions for real estate teams. This workflow ensures every targeted lead appears in your lead progress tracker and notifies sales ops and agents so follow-up is prioritized and showings are protected. Teams report faster response times and far fewer missed follow-ups after implementing these rules.

Notable Features

Create tracker records from leads
Notify sales ops on new leads
Tag and route leads by source