Real estate / field agent · Travel day
Work one locality end-to-end while you’re already there
- 1Keep Area / Locality on customers (searchable and filterable)
- 2Use Visit Planner → add to today’s route or tap “Work area”
- 3Open Visit Prep before meetings → log outcomes with checklist guidance
Efficient field days without maps or GPS — locality from the text you already capture.
Visit Planner & Area — FreeSales Kit for pitches — Plus