Workflow

How it fits your process

  1. 1Listing inquiry
  2. 2Lead routed by territory
  3. 3Showing scheduled
  4. 4Offer tracked

Illustrative use case — no Real Estate customer story is published yet; this walks through a representative listing-to-lead workflow.

Data handling for listing inquiries and buyer/seller contact records follows the practices detailed on our Security and Compliance pages.