Welcome
Login  Sign up
Start a new topic
Implemented

Contact/Lead Life Cycles

From an admin or manager point of view....being able to see the life cycle of a lead would be of great value. So if a lead/contact comes in or is entered and it is assigned to agent A (who specializes in sales) and they want a rental....agent A can transfer that contact/lead to agent B (who specializes in rentals).....The history of these transfers from one agent to another and when it occurred would help with a variety of issues. Accountability....referrals owed to whom....timeliness issues....etc etc....


Added to lead detail page as "Logs"

Great idea, thanks! We'll think through how this might work. 

Login or Signup to post a comment

Get all the tools a Real Estate Agent needs!Request a Quote
or call 855-404-7900

Find us elsewhere