Before the open house
- Create open house sign-in form → set default listing if single property
- Download QR PNG or print PDF from form detail
- Enable cadence on submit and assignee in form settings
- Test submit on your phone
Day of event
- Display QR at entry; optional kiosk tablet with ?kiosk=1
- Guests scan → submit → merge if returning visitor
- Monitor submissions on form detail Overview
After the open house
- Review new leads filtered by form source
- Confirm cadence steps sent; call hot leads from Dialer
- Check outcome funnel over the next two weeks