Use consistent project names
Agree a clear naming convention for projects so the team can find the same information. Keep essential project details current and distinguish between verified information and questions that still need an answer.
Record the customer’s interests
Link the enquiry to the relevant project or property interest. Notes can describe which information the customer requested and what they would like to review next. Avoid treating an initial interest as a confirmed decision.
Review context before a visit
Before a property visit, review the customer’s questions, the agreed timing and the person responsible for the meeting. Afterward, update the record with the outcome and the next conversation.