Property information changes quickly. Price, availability, the responsible agent and marketing approval may all need review while a property is on the market. A clear record helps the team avoid working from an outdated spreadsheet or a copied message.
Lista CRM supports manual property records, and may support connected property data where a provider, a data feed and an approved account entitlement are available. The product team must confirm availability for each market and customer.
For a manual record, enter the property type, location, price, description, images, the responsible user and the current status. Use standardised fields so agents can search and filter the inventory without depending on different naming habits.
Link enquiries to the property concerned. That helps the agent see what the client asked about, and gives managers a clearer view of demand by property or campaign source.
When an enquiry becomes an active opportunity, connect the client and the property to a deal. Keep calls, notes, tasks, meetings and follow-ups inside the linked records.
Assign responsibility for reviewing property status and public content. If a property is no longer available or its approval has changed, the relevant pages and campaigns should be updated according to company process.
Lista CRM brings the working records together in one place. The brokerage remains responsible for the accuracy of the property information it publishes and approves.