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Update lead on CRM

Lead Information

Verify lead's contact details (phone number, email, address, etc.)

Update lead's personal information (name, occupation, etc.)

Record any additional notes or comments about the lead

Communication History

Review previous interactions with the lead (phone calls, emails, meetings, etc.)

Document any recent communication with the lead

Make a note of any important details discussed during the conversation

Lead Source

Identify the source from where the lead originated (website, referral, social media, etc.)

Update the lead source information in the CRM system

Property Preferences

Review lead's property preferences (location, budget, size, amenities, etc.)

Update any changes or modifications to the lead's property requirements

Timeline and Urgency

Determine the lead's timeline for purchasing or renting a property

Assess the lead's urgency and prioritize accordingly

Follow-Up Plan

Set a follow-up schedule based on the lead's timeline and urgency

Assign responsible team members for follow-up tasks

Set reminders for follow-up calls, emails, or meetings

Lead Status

Update lead status based on the current stage of the sales process (prospect, qualified, converted, etc.)

Make note of any changes in the lead's status

Documentation and Attachments

Upload any relevant documents or attachments related to the lead (property brochures, contracts, etc.)

Ensure that all necessary paperwork is organized and accessible in the CRM system

Next Steps

Identify the next steps in the sales process for the lead

Document any action items or tasks to be completed for moving forward with the lead

Lead Nurturing

Determine if the lead requires further nurturing or follow-up

Set reminders for future communication or touchpoints with the lead

Lead Conversion

If the lead is ready to proceed, update the CRM with necessary details for conversion (property selected, offer made, etc.)

Assign responsible team members for handling the lead conversion process

Notes and Comments

Add any additional notes or comments regarding the lead's progress or updates

Document any specific instructions or requests related to the lead

Remember to customize this checklist based on your specific organization's CRM system and processes.

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