Practice notes
A well-kept Salesforce for a real estate investor
Daily lead stewardship in Salesforce for a US real estate investment company.
- Client
- US real estate investment company
- Industry
- Real estate
Where it began
Leads arrived steadily from many sources, and the CRM needed constant care to remain trustworthy.
What we practiced
- Daily lead entry and updates
- Custom fields shaped for real estate
- Source tags and buyer, seller or investor classification
- Duplicates removed and urgent leads flagged
What grew
An orderly CRM the team can rely on each day.
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