How To Send Open House Leads To Cloze CRM
Maximizing lead potential is crucial in the real estate market. RLTRsync offers a seamless solution for transferring open house leads directly into Cloze, a leading CRM system. This guide simplifies the synchronization process, enabling real estate professionals to efficiently manage and nurture their leads. Discover how to bridge the gap between initial contact and successful follow-up, ensuring every opportunity is fully utilized.
1. Log Into Cloze CRM
2. Tap on the More Options menu (...) and select Settings.
a. Tap on More in the lower left on your computer (cloze.com).
b. Select Settings.
3. Scroll down to the Assistant section and tap on Lead Management to expand the section. Then tap on Edit Lead Sources.
4. Where it says "New Lead Sources" type in info@rltrsync.com and click save
5. Navigate To The Sync Tab On RLTRsync And Paste Your Email Where It says Parsing Email (The email that is linked to Cloze)
6. Click Update. You Are All Finished. All Leads Will Send Right To Your Cloze CRM.
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When hosting an open house, providing potential buyers with all necessary disclosures is a crucial step in the real estate process.
When hosting an open house, providing potential buyers with all necessary disclosures is a crucial step in the real estate process.
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When hosting an open house, providing potential buyers with all necessary disclosures is a crucial step in the real estate process.
Icon On The Top Right Is the Menu For Your Card. This Is Where You can edit your card and log into your dashboard.