Documentation
Clients, follow-up and tours
Connect client history, inquiries, follow-up and showing preparation.
Keep the inquiry with the person
Public intake gathers the client’s answers and opens an inquiry. Review their details and any scoring reasons; missing scoring can be handled through manual review.
Respond with care
Prepare and review portal reply drafts in context. Email notifications need a configured delivery service; saving a reply is not evidence that an external email arrived.
Keep the appointment clear
Available booking times, guest links and tour records support the showing. External calendar synchronization and reminders depend on the services connected to the workspace.