Lead Details: Robert Chen

R

Robert Chen

Contacted Unknown Referral
Score: 0/100
Lead Since
Mar 05, 2026
Thu, 12:22 PM
Quick Actions
Client Record Active

This lead is being nurtured in Agent OS

View Client Details
Automate Follow-up

Put this lead on an MREA campaign to ensure consistent touchpoints.

Lead Engagement Hub
Related Deal
Transaction for Robert Chen
Won ✅
Contact Information
Email Addresses
Assigned Agent
Guest Visitor
Lead Details
Created Date
March 05, 2026 at 12:22 PM
Interactions
2 total
Activity Timeline
Note 📝
Mar 08, 2026 4:39 PM
Guest Visitor

Lead status changed from 'Converted to Client (Nurture)' to 'Contacted'.

Note 📝
Mar 08, 2026 4:39 PM
Guest Visitor

MREA Campaign set to: 8x8 FSBO

Due: Mar 12, 2026
Assigned: Guest Visitor

New lead: Robert Chen. Consider inviting them to an upcoming community event as part of Sheena Saydam's relationship-first approach. Check upcoming events and send a personal invitation if appropriate.

Activity & Communication Hub
Note 📝 1 month, 1 week ago

Lead status changed from 'Converted to Client (Nurture)' to 'Contacted'.

Guest Visitor
Note 📝 1 month, 1 week ago

MREA Campaign set to: 8x8 FSBO

Guest Visitor
This lead has no phone number on file.