Lead Capture Tools

dherrman3
Member

segregate lead info

I am using a forms as a script for incoming calls from potential sellers of real estate. Not only collecting info about potential seller, but also the property. The seller is the contact bu th elead is the property. There could be multiple properties. How can I capture both the sellers info and the property info but have the ability to have multiple properties per seller? More like how can I associate a contact (seller) with one or multiple properties?

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PamCotton
Community Manager
Community Manager

segregate lead info

Hello @dherrman3 

 

Could you please share more information about "how can I associate a contact (seller) with one or multiple properties?" .

What is the main goal that you are looking to achieve? And what would be the properties you are trying to associate with your contacts?

 

The more information, screenshots, and details you can provide, the better I can advise on the next steps.

 

Kindly,

 

Pam

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