Update the "last personal visit" field every time?

Q: When working with clients, should we update the "Last Personal Visit" field every time we see them? For example, for buyers, every time we show them homes? Wondering how each scenario effect their "score"...

A:  It does affect the relationship score. Yes, you should update it each time. 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

  • Avatar
    Corey Casper

    Is there a way to automatically update "Last Personal Visit Date" after completion of an appointment activity that is automatically generated through Google Sync?

Please sign in to leave a comment.