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Please help with real estate sales question
Hi there,
I am real estate agent and want to use Bitrix24 for my business. My business workflow is:
  1. I get leads from different sources: referral, Open house, cold prospecting etc
  2. I follow up with the leads using phone, email, text, in person
  3. When a lead decides to buy or sell, I will move them from lead to client (showing houses or listing properties)
  4. When the property is sold or the buyer buys the property the deal is closed and they become past clients
My questions are:
  1. How can I enter each property that is being sold or bought as a deal that attach to a client?
  2. Currently the system adds every email that comes to mail box as a deal. I don't want to use this feature and  I would like to add all deals manually for now. How can turn off email lead insertion?
Thank you
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