Real estate marketing workflow and reducing WhatsApp and Excel handoffs

Many agencies manage listings through WhatsApp images, spreadsheets, and scattered links. This often creates price drift, outdated descriptions, and missed inquiries.

Instead of sending different details in every conversation, the agency can share a public unit link. Photos, price, and description stay in one source, while inquiries appear in the listings dashboard.

Review price, images, description, publish status, public URL, views, and interest requests before judging marketing performance.

If unit information is incomplete, the result will show up as weak inquiries or repeated client questions.

Turn the article into a small dashboard action: open the related record, review the data, make the appropriate update, then document the outcome so the rest of the team can see it.

If the action involves a financial, regulatory, owner, or tenant-impacting decision, ask the responsible role to review it before final approval.

This is documented as an available workflow, but results can still vary by user permissions, agency settings, and data quality.

If a step described here is not visible in the agency dashboard, treat it as not enabled for your account and check with your admin or Product.