One count for what actually needs you, not for everything that happened.
Built for Limpopo estate agents working Bendor, Fauna Park, Welgelegen, and beyond. Needs Action has no provincial version and nothing regional to switch on. Agents in Limpopo get the same screens and the same fields as agents anywhere else in South Africa. What changes is the stock you work, not the software.
Open the CRM and look at the bell in the top bar. The number is a needs-action count, not an everything count, and it caps at 9 plus.
Click the bell to open the Notifications page. Filter by Type for Leads, Viewings, Tasks, Listings, Messages, Shared with me or System.
A new lead row carries the enquirer's phone number, so it shows WhatsApp and Call. WhatsApp opens the chat, Call dials, Archive files the row.
Open Leads for the fuller picture. Stages run New, Active, Won, Lost, Archived, and the list filters on Source, Property and Created.
A new enquiry, a failed publish to Property24 or Private Property, a task or appointment reminder and a new viewing booking all count as Needs action. A listing that published cleanly is stamped For your information instead, so portal sync traffic stays off the number.
A lead notification carries the person's phone number, so the row itself shows WhatsApp and Call. WhatsApp opens the chat, Call dials. No trip into the record first.
Notifications filter by Type: Leads, Viewings, Tasks, Listings, Messages, Shared with me, System. Start at Leads and work down.
Yes. Needs Action has no Limpopo version and no provincial setting to configure. An agency working Bendor, Fauna Park, Welgelegen, and beyond gets the same screens, the same fields and the same defaults as an agency anywhere else in South Africa. The province is the context you bring to it: median Limpopo price is R890k, and the trend there is slow-and-steady, government-anchored.
No. There is no numeric lead score in RealtyPA. Leads are triaged two ways: notification priority, where a new enquiry lands as Needs action, and stage on Leads, which runs New, Active, Won, Lost, Archived.
It does not try to. Nothing is inferred or predicted. You see the enquirer's name, the source, the property and the message, and you decide who to call first.
The bell in the top bar carries a needs-action count, capped at 9 plus so the pill never bloats. Click it to open the Notifications page, then filter by Type.
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