Easy to Use Real Estate Lead Conversion Software Workflow

Initial Lead Capture

Type: Save Data Entry

The Initial Lead Capture business workflow step involves identifying and recording potential customers who have shown interest in a product or service. This step typically occurs when a lead expresses a desire to learn more about an offer through various channels such as online forms, phone calls, email responses, or referrals. During this stage, key information about the lead is collected including their contact details, preferences, and any specific requirements they may have. The purpose of capturing initial leads is to initiate communication with them and build a relationship that can potentially lead to a sale. Effective capture of initial leads helps businesses to understand customer needs, tailor their marketing efforts, and prioritize follow-up activities accordingly.