Clients and what they want

Broker → Clients & wants keeps everyone looking. A want reads like Buy · 3+ bedrooms · Kilimani · up to USD 150,000.

To add one:

1. Press Client looking on the home screen.
2. Fill in the name, phone and what they want (offer, area, type, bedrooms, budget), and choose the agent.
3. Save. The client is found in the CRM by phone, or added, with the want on their lead.

• Each want shows how many listings fit now. Unfold it to see them, with Book viewing beside each.
• Send on WhatsApp prepares a message with the listings that fit and a link to your website filtered to their want.
• When a new listing fits an open want, the agent hears of it in the bell (everyone in Broker when there is no agent).
• When a listing is let or sold to the client, their want becomes Found and shows Took L-0014.

Each card at the top (Looking, Something fits, Found this month, Viewings this week) opens its own list.