Contacts and follow-up
Property search requests
Record client requirements to make searching and follow-up easier.
The tour explains where tools are. It does not save records, publish properties or make payments. You can use the page after closing it.
Client and request
Select the client and enter a clear request title. Set the assignee, status and follow-up time as needed.
Search criteria
Specify the transaction, property type, location, budget and area. Precise criteria make it easier to select suitable properties.
Follow up and update status
Save the request, then open its details to log interactions or link suitable properties using the available tools. Update the date and status after each follow-up.