Portal enquiry to viewing
The enquiry becomes a contact with the listing attached, and a viewing is offered.
Four steps, with the channel named.
The event that opens the thread and creates the contact.
WhatsApp and FacebookTyped and validated inside the chat, not parsed out of free text.
WhatsApp and FacebookStructured fields on the record, ready for whatever runs next.
WhatsApp and FacebookThe confirmation goes out and the slot or order is on the record.
WhatsApp and FacebookWhat people ask about this one.
Do customers have to leave the chat?
No. The form is answered inside the conversation, and the answers are typed and validated as they go.
Where do the answers end up?
On the contact record as structured fields, beside that person’s other channels and their order history.
What starts it?
New contact. The contact is created at the same moment, with the source recorded.
Other jobs in real estate.
Your journey is the one we have not listed yet.
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