How should real estate agents handle CRM logging for client follow-ups?
A real estate agent's CRM notes shouldn't just say 'client is interested.' I record their budget range, loan status, commuting area, school district requirements, must-haves, and negotiable items. After a showing, I write down the client's genuine reactions—for example, if they complained about high HOA fees, a small garage, or poor natural light; these details are much more useful than a simple…