How to Manage Your Customizable Lead Workflow

The Masterdigm Real Estate CRM system allows you to take control of your process by creating a fully customizable workflow.  We realize that each real estate company likes to manage their leads differently and so we build Masterdigm with that in mind.  To create your workflow, you would need to go to the Tools and Setting section inside the CRM and define or customize your workflow steps.  Here’s an example of a set of lead workflow process status steps:

Up Desk -> Prospect -> Client -> Showing Homes -> In Escrow -> Closed ->Long Term Drip -> Follow up.

This is a great way to know exactly what’s in your workflow and can help in creating various status reports.

lead management