Leads, clients & shortlists

4 guides in this topic

• Use Lead Manager for enquiry stages, notes and follow-ups

  Track opportunities without treating a sales-stage change as a property transaction or tenancy.

  Leads, clients & shortlists

• Record client requirements and review matching properties

  Keep a client's criteria private and understand optional matching with other agents.

  Leads, clients & shortlists

• Create, share and revoke a client shortlist

  Send selected current listings through a private link and collect structured feedback.

  Leads, clients & shortlists

• Send and respond to agent-to-agent property suggestions

  Discuss a matching property with another agent without exposing the client's private file.

  Leads, clients & shortlists