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Follow-up planner in the real estate CRM

Follow-up planner: this tool supports follow-up in the real estate CRM.

Generate an editable follow-up schedule from an enquiry type and date

The file and the document stay on this page.

  • Choose an enquiry type.
  • Enter the enquiry date as YYYY-MM-DD.

The result appears here when the fields are valid.

Following up a property enquiryCRM overviewDemo