Find colleagues' listings that fit a client
A client's page shows the agency's live listings that fit their requirements and are held by a colleague, with who holds each.
Who it is for
Agency planAgency ownerAgency adminAgency realtor
Where to find it
- Agency dashboard: Clients › a client
How to do it
Open Clients and press the client. Their requirements decide what fits.
Under Recommendations, a listing held by someone else says Held by and their name, with WhatsApp and Call.
Under From your colleagues are the ones that fit but you do not work on: press WhatsApp to ask the colleague who holds it. The message names the listing and its code.
Private listings are never shown, and Key Deal's market listings are left out.
Or ask Claude
“Match Ahmed to listings and tell me which colleagues hold the ones I cannot send.”
With the Key Deal connector, Claude does the same from a sentence. How the connector works
More in Clients
- Add a client and their briefWith a budget, areas, bedrooms and goal, Key Deal shows which listings fit them.
- Track which stage each client is atEvery client sits in a pipeline (Off-plan sales, Secondary sales, Leasing) at a stage, from New lead to Won or Lost.
- Add a client's deals: property, value and commissionA deal is one property or unit a client is buying or renting. Each has its own stage, so a client with two deals is followed on both.
- Add your own client fieldsQuestions your team keeps on every client, beside the brief: whether the passport is in, the EOI amount, the next follow-up.
- Fill in a client's details and filter by themYour team's own client fields sit under More details on each client.
- See the pipeline report: value at each stage, conversion and dropsHow many deals and how much sales value or commission sit at each stage, how many went on, and where they dropped out.