Auto-filled from your team's template with the customer's name. Edit anything before sending.
π Schedule call back
β¬ Import & auto-sync leads
π Auto-import from Google SheetNot connected
Paste the link to the sheet your Meta leads land in. In Google Sheets: File β Share β Publish to web β CSV, then paste that link. New rows are detected and added automatically β date, source, name, number and purpose (investment / self-use) are matched and sorted in. Duplicates by phone are skipped.
or import once manually
π Duplicate leads
Add Property
π Log site visit
π€ Close the deal
Used in your booked-revenue and commission reports.