Create a property > set attributes (price, rooms) > Match with leads
Carlo Vallebona Posts: 4
I am a bit confused. I see Pipedrive being marketed as the best CRM for real estate professional and still after searching up and down here and elsewhere (really everywhere) I still can't find a clear (or even unclear) guide on how to let pipedrive execute the most basic function needed in this business: matching leads with the properties.
May be it's my fault...but can anyone point me in the right direction?
Boris Tsibelman Posts: 998edited May 2022 #2
You can create custom fields to input those attributes, and then you would be able to find records that fit those specific attributes.0