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How to add an Opportunity
How to add an Opportunity
Web4Realty Support avatar
Written by Web4Realty Support
Updated over a week ago

As a real estate professional, it is crucial that you are recording and quantifying all the possible business opportunities that are presented to you. A potential client may tell you of a real estate transaction they plan to engage in the future, and you want to be sure that you’re prepared to nurture your relationship to convert that opportunity!

Adding opportunities with LeadBank CRM is extremely easy and takes less than 30 seconds. Successful real estate professionals make a routine habit of adding opportunities on a daily (or nightly) basis – keeping track of all their interactions throughout the day. To learn exactly how to add opportunities, watch the video below:

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