Create a property > set attributes (price, rooms) > Match with leads

Carlo Vallebona
Carlo Vallebona Member Posts: 4
edited July 2022 in Sales CRM #1

Hi everyone,

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?

Thanks

Carlo

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 847
    5 Likes First Anniversary First Answer Combo Breaker
    edited 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. 

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