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What Prospect and Tour Information Gets Synced with Funnel?

What data do we insert?

  • First Name

  • Last Name

  • Email

  • Phone Number

  • Move In Date - If provided by the prospect

  • Appointment Status = Confirmed

  • Appointment Date/Time = The time when the tour starts

When do we insert the data?

  1. We insert the prospect and tour information as soon as they finalize (schedule) a tour successfully. We only insert the prospect data if and only if they successfully schedule the tour!

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