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Relocation Leads in Housing Market CRM — Read the Requirements

Tutorial 33 of 181 · 29 s

Open the product

Relocation leads reach Housing Market CRM from Relocate on the Housing Market portals, where someone moving to the country plans their move and asks to be connected with a local agent. The lead arrives with a Relocation requirements panel: who is moving, whether they want to buy or rent, where, the budget, when, and how many people. This tutorial opens one and reads it.

In this tutorial you will learn

  • Where relocation leads come from
  • What the Relocation requirements panel shows
  • How to use it on the first call

Follow along: the steps

  1. Open a lead whose source is Relocation enquiry.
  2. The Relocation requirements panel.
  3. Who is moving, buy or rent, and where.
  4. Their budget, timeline and household size.
  5. Most of the first call, answered already.