Auto-filled from your team's template with the customer's name. Edit anything before sending.
Schedule call back
⬆ Import & auto-sync leads
Auto-import from Google SheetNot connected
Paste the link to the sheet your Meta leads land in. In Google Sheets: File → Share → Publish to web → CSV, then paste that link. New rows are detected and added automatically — date, source, name, number and purpose (investment / self-use) are matched and sorted in. Duplicates by phone are skipped.
or import once manually
Duplicate leads
Add Property
Log site visit
Close the deal
Used in your booked-revenue and commission reports.