Property Flow agents and brokers can easily create new leads in the Property Flow CRM by navigating to the CRM module, and clicking the "New Leads" button.



Add new Lead

When adding a new Lead you can specify the following data: 

  • Type: 
    • Buy/Rent: A client is interested to buy or rent a property, and your team will spent time researching matching properties, and suggesting properties for the client.
    • Buy: A client is interested to buy a property only.
    • Rent: A client is interested to buy a property only. 
    •  Sell: A client is interested in selling their property, and looking for prospective buyers.
  • Comment: The comment section allow you to provide information specific to this lead, and the customer requirements.
  • Contact person:  This is the reference to the customer, and all information will be added in the CRM contact database.