Leads & viewings
Capture enquiries, work the pipeline, schedule viewings and convert to leases or sales.
3 articles
The leads pipelineOverviewBasicStages, sources, assignment and the kanban/list views.1 min readSchedule a viewingHow-toBasicBook a unit visit for a lead, assign an agent and send confirmations and reminders.1 min readConvert a lead into a lease or reservationHow-toBasicTurn a won lead into a contact plus a lease draft or a sales reservation without retyping.1 min read