Website inquiries and follow-up
Unassigned leads are shared. Claim a lead before contacting them. Once assigned, only that salesperson and administrators can open it.
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Convert to a customer
Confirm their legal name. Their inquiry and follow-up history remain linked to the new file. No invoice or payment is invented.
Contact history
Email and SMS delivery are not connected. Inquiry permission is not daily advertising permission. Promotional email and text require recorded consent; unsubscribe blocks future marketing and conversion.