Expert Real Estate Agent Time Management System Workflow

New Lead Arrives

Type: Phone Call

New Lead Arrives This step initiates when a potential customer or client expresses interest in the company's products or services. The process begins with the reception of the lead through various channels such as phone calls, emails, social media, online forms, or referrals from existing clients. A designated team member receives and records the lead information into the database, which includes contact details, company name, job title, and other relevant data. The received lead is then categorized based on its quality and relevance to the business's target market. This categorization helps in prioritizing leads and assigning them to specific sales teams or customer support representatives for further follow-up and processing. The goal of this step is to capture and qualify potential customers efficiently, ensuring a smooth transition into the next stage of the sales funnel.