Listing Agent will have typically set or tentatively set a Listing Appointment with the Seller prior to submitting this form.
A good practice is for the Listing Agent or Listing Manager to log into infusionsoft and check if there’s an existing contact record and if so, make sure that email address submitted on this form matches what is in Infusionsoft.
The Listing Opportunity in Infusionsoft and automation following the form being submitted will be tied to the email address in the contact record. If the email in Infusionsoft does not match the email address submitted, Infusionsoft will create a duplicate record.
Email goes to the Listing Agent as a draft letting them know appointment is confirmed and the date and time. The Listing Agent must forward the draft email to the seller.
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