This guide outlines a typical day for a Sales or Lettings Negotiator when using CRM:
Start of Day
- Check dashboard for new leads and alerts
- Review today’s tasks and appointments
- Respond to any overnight portal enquiries
- Confirm viewings for the day via SMS/email
Morning Workflow
- Call back new buyer/tenant enquiries
- Add new contact records with tags (buyer, vendor, etc.)
- Match buyers to live listings and send details
- Update vendor notes from yesterday’s viewings
Midday Tasks
- Schedule follow-up calls for offers and feedback
- Progress current sales: update chain info, contact solicitors
- Add or update property listings
- Upload documents and update status fields
Afternoon Engagement
- Send end-of-day updates to vendors (auto or manual)
- Review listings needing price changes or new photos
- Prepare property packs for tomorrow’s viewings
- Log and escalate hot leads to senior staff (if needed)
End of Day Wrap-Up
- Tick off completed tasks
- Set follow-ups for tomorrow
- Run AML/ID checks on any new vendors
- Log calls and upload documents
- Log out securely and close browser
Browse the CRM best practice checklist section.
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