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Date inquiry received  No 2, 2022

 

NAME

First name, last name, Email

Spouse/Partner
 

TELEPHONE(S)

Best number to respond 000 000 0000

Cellular:  000 000 0000             
-----------------------

PROPERTIES INQUIRED FOR:

 

1-Link to property

2-Link to property                  Disc ussion needed

3-Link to property ______________________________

 

 

ASSOC OFFICE LINKS REFERENCE3

 

Link to property 1

Link to property 2  (mostly 1 or 2 but sometimes 3

Link to property 3

 

INFORMATION required
 

Need space expandable to 10 lines

_________________________________

 

ARRIVAL & DEPART CR

 

Arrival: October 21, 2022     Accuracy  - Exact   Approx -              TBD

Depart: October 21, 2022     Accuracy  - Exact   Approx -              TBD

 


 

Date of arrivalTag summary  

INQUIRY PROFILE

 

T A G S  Applicable

 

Arenal    Caribe   Cent Valley    Cent Pacific   North Pacific  South Pacific  

 

A drop-down select below the regions to choose 

Result - cp-home  up to $200K

we will need to make a drop-down for:

Homes, condos, lots, farms, hotels bb, 

 

Property profile++:  $100, $200, $300,$400, $500,  $659, $850< $1,000,000,  Over

 

Tag to remind m

 

e of the person

Cash buyer:

Needs financing with $  0000   down

Has to sell their property first

 

Comment box

 

 

 

FINANCIAL

 

Cash buyer_____  Needs financing__  Has to sell home___

 

 

 _________________________________________________

PROSPECT SUMMARY

 

Date inquired:  Sept 3, 2022

Property summary:  NP-Home_Upto $200K

                                 CP-Condo-Up to 2900K

Arrival date:  Sep 20, 2022, Approx

 

Financial:  xxxx

___________________________________________

prospect contact

 

Assigned to: 

 

Robert contact results of call:

Allow  15 spaces expandable  

 

 

 

 

 


 

 


Tables needed

 

 

Pipeline

 

Assigned to:

 

Associates   Use signature for specific associate (made)

 

Robert:  Could be a special consultation to mainly a Tour

 

We need to have triggers that remind us to mail to clients that have been assigned to make sure they are active, and whether they bought something from our associate office.

 

Signatures that are needed can be decided later

 

As discussed, I need something that triggers the movement of client status once an offer is made, them, once in contract, the finally a salle.

 

________________

 

 

Tables needed

 

 

Client Profil (Robert Tours)

 

New listing ( have this one already just need to modify it)

 

Financial  I will find this one as well

 

We have most of this but not in good relationships etc.

 

 


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