Before you begin
Real estate workspaces use Contacts instead of Leads. Listings appear in the sidebar and connect property records to inquiries, showings, forms, cadences, and deals.
What changes for real estate
- Contacts label in the sidebar
- Listings page for properties
- Open house form templates
- Listing inquiry embeds
- Showing requests from listing detail
- Meta Lead Ads and buyer nurture playbooks
What you should see
A real estate team should be able to capture visitors, link them to listings, request showings, and follow up through cadences from one workspace.
Common issues
- Contacts label missing — confirm workspace industry is real estate
- Listings missing — check role permissions and workspace industry
- Open house templates missing — choose a real estate form template