6. CRM — Lead Tracking
6.3 Lead Tracking
Each lead has a status and priority that allow you to track its progress in your sales pipeline.
Priorities
| Priority | Meaning |
|---|---|
| High | Hot lead to handle as a priority |
| Medium | Lead to follow up in the coming days |
| Low | Lead to handle when time allows |
Scoring
Each lead has a numeric score that reflects its level of interest and qualification. This score can be updated manually or calculated automatically.
Assignment
Assign each lead to a real estate agent from your team via the "Assignment" tab in the lead record. You can also associate properties of interest to the lead.
Follow-up and outreach
In the "Follow-up" tab of the lead record:
- Preferred contact method: Phone, email, SMS
- Next follow-up date: Schedule your next outreach
💡 Tip: Regularly update your lead statuses to maintain a clear view of your pipeline.