Set viewing date on property leads CRM records
Set viewing date on property leads CRM records
Your property leads lack viewing dates after stage changes, leaving agents without scheduling context. It fills the contact's viewing date so agents can confirm showings same day.
Overview
Leads that enter the viewing pipeline without a scheduled date leave agents scrambling and slow down confirmations. This flow writes a viewing date onto the contact immediately, giving agents showtime context and enabling same-day confirmations.