Source Specific for Preconstruction Projects in CMS

Updated :

We are excited to announce a new feature in our CMS that will greatly improve lead tracking and management for preconstruction projects. By introducing a source-specific preconstruction project, agents can now easily identify which project a lead signed up for, regardless of the form they registered on. 

Key Feature:

Source Specific to Preconstruction Projects:

  • A new source category is added specifically for preconstruction projects.
  • Leads registered on preconstruction projects will be tagged with this source, providing agents with valuable information about the origin of the lead.

Benefits of the Update:

  • Efficient Lead Nurturing: Agents can now easily identify which preconstruction project a lead signed up from, allowing for more targeted and efficient lead nurturing efforts.
  • Improved Lead Tracking: The new source category provides clear and accurate information about the origin of leads, facilitating better tracking and analysis of lead generation efforts.
  • Enhanced Agent Productivity: With clear visibility into the source of leads, agents can prioritize and allocate resources more effectively, leading to improved productivity and performance.
  • Streamlined Communication: Agents can tailor their communication strategies based on the specific preconstruction project a lead is interested in, resulting in more personalized and engaging interactions.

How to Use:

Lead Management:

  • Leads registered on preconstruction projects will automatically be tagged with the new source specific to preconstruction projects.

Lead Nurturing:

  • Agents can utilize the source information to tailor their lead nurturing strategies and provide relevant information to leads based on their projects of interest.

 

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