From a shortlist to a site visit.
Give every property visit a place in the plan. Keep schedules and visit outcomes connected to the buyer’s journey.
Keep the context close.
Work from the enquiry itself, with the relevant contact details and remarks at hand. Pick up the conversation without starting from scratch.
Make the next step clear.
Give each action a place in the workflow. Keep progress visible, so you know what has happened and what needs attention.
What you can explore
- Schedule a visit against the relevant enquiry.
- Keep the assigned team member in the loop.
- Record feedback and plan the next conversation.
Keep the momentum after the viewing.
Try this workflow with the sample records in the LeadHarbor portfolio demo. Changes stay in the browser on the device you use.
