How to follow up with interested leads and assign them to a closer
Identify interested leads from a campaign, confirm motivation, and assign them to a closer in Prop AI using the web app and CRM.
Calls


Identify interested leads from a campaign, confirm motivation, and assign them to a closer in Prop AI using the web app and CRM.
Keep your Smart List clean by filtering out leads marked as 'Dead Lost' without manually removing tags or changing ownership.
Prevent others from accessing a lead by assigning it to yourself in the CRM. Follow these steps to secure ownership.
Enter a new off-market property manually if Gen misses it during the call transcript.

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