Who is this guide for?
The intermediary only sees its clients.
Steps
- From the side list, press Potential customers then Possible new client.
- In Agent Find a contact with the name or the phone, or choose A new client and type Agent's name ,Phone number.
- choose Agent source (Sobs, phone calls, direct visits, referrals...)Status ,Responsible for follow-upAnd, uh.. Next follow-up date.
- In Asking about choose Declaration or Unit If so.
- In What he's looking for (Select): Type of property, Purpose, Budget from/ToThe space, Preferred area, then Remarks.
- Click Save.
Follow-up on the situation
Change the situation directly from the list: New ← Connect ← A blind date ← Deal or Not doneUse the boilers Open ,Due follow-up To find out who's waiting for you.
Important notes
- Inquiries coming from my real estate are automatically added to a source Stite's real estate If your office is connected.
- The un-counseled agent only sees him as the owner of the office and the real estate manager.
- This service is linked to the contribution plan; if it does not appear, it is not within your plan.
Who is this guide for?
The owner of the office and the intermediary to add and follow up customers, and the real estate manager for a view.
Steps
- From the Office wallet Click Potential customers, then Possible new client.
- In Agent and follow-up choose Contact point And write a few letters from her name or phone, or.. A new client and type Agent's name.
- choose Agent source ,Status ,Responsible for follow-up ,Next follow-up date.
- In Asking about choose Declaration If found.
- Complete What he's looking for ,Remarks, then tap Save.
Result
The client appears on the list to change his condition, press the case badge on his card and pick up the new case A blind date or Deal).
Important notes
- Use the boilers All ,Open ,Due follow-up Search by name, telephone or post.
- Push the agent's card to adjust his data.