Real Estate Agent Services for Home Buyers Only Workflow

Step 1: Receive New Lead

Type: Send Email

This step involves receiving new leads into the business workflow. The purpose of this stage is to capture and process incoming inquiries or requests for products or services. It typically starts with a potential customer expressing interest in what the company has to offer. The key tasks associated with this step include: * Receiving and logging new lead information * Verifying contact details and validating the lead's authenticity * Assigning a unique identifier to the lead for tracking purposes * Updating relevant CRM or database systems to reflect the new lead Effective execution of this stage ensures that all incoming leads are properly documented, prioritized, and prepared for further processing. It also sets the foundation for subsequent steps in the business workflow where leads will be qualified, nurtured, and converted into paying customers.