JavaScript required
We’re sorry, but Coda doesn’t work properly without JavaScript enabled.
Skip to content
Gallery
Real Estate CRM with Integromat + ManyChat
Intro
Overview
All Leads 2
Lead -> Prospect Tracker
All Deals
Quick Views
Other Data Tables
More
Share
Explore
Lead -> Prospect Tracker
Buyer Activity & Status
Track call activity and the lead status of all buyer leads
ℹ️
Buyer activity and status
below is a
view
of the
table
titled
Buyer Leads
. Once a lead signs the agreement, it is considered as a warm lead and a deal is created. Lead Statuses and their descriptions can be modified in the table titled
Buyer Lead Statuses
.
Buyer activity and status
Buyer activity and status
Buyer Name
Call Tracker
Call Tracker Updated On
Call Notes
Lead Status
Priority
Buyer Name
Call Tracker
Call Tracker Updated On
Call Notes
Lead Status
Priority
Stuart Smith
3rd Call
12/6/2022 9:09:46 PM
Was in a rush and found what he was looking for
Found A Home
Barbara Posner
2nd Call
12/6/2022 9:09:46 PM
Good call
Meeting Fixed
Medium
Angeline Smith
4th Call
12/6/2022 9:09:46 PM
😀
Buyer Broker Agreement Signed
Medium
Dean Johnson
1st Call
12/6/2022 9:09:46 PM
😦
Did Not Agree To Terms
Medium
Lori Brown
2nd Call
12/6/2022 9:09:46 PM
😀
Buyer Broker Agreement Signed
Low
Ray Manzarek
1st Call
12/6/2022 9:09:46 PM
Selling with us already; will sign ASAP
Buyer Broker Agreement Sent
High
Arpit Choudhury
9/6/2019 9:08:53 AM
There are no rows in this table
Back to
Buyer Leads
| View
Buyer Deals
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
Ctrl
P
) instead.