29. WPResidence CRM Archives - WP Residence Help https://help.wpresidence.net/article-category/29-wpresidence-crm/ Fri, 17 Apr 2026 12:29:51 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 Managing Leads in the WPResidence CRM https://help.wpresidence.net/article/managing-leads-in-the-wpresidence-crm/ Fri, 17 Apr 2026 12:29:44 +0000 https://help.wpresidence.net/?post_type=article&p=15967 Managing Leads in the WPResidence CRM Leads in the WPResidence real estate CRM sit between contacts and deals. A lead is a signal of interest: a form submission, a phone call, a portal enquiry. Each lead is tied to a contact (the person) and, optionally, to the property they are interested in. This article walks […]

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]]> WPResidence CRM Leads — Developer Reference https://help.wpresidence.net/article/wpresidence-crm-leads-developer-reference/ Fri, 17 Apr 2026 12:07:16 +0000 https://help.wpresidence.net/?post_type=article&p=15965 WPResidence CRM Leads — Developer Reference Developer-focused documentation for the Leads module of the WPResidence real estate CRM plugin. Covers the custom table, CRUD API, AJAX endpoints, and relationship to Contacts. Storage — wp_wpresidence_crm_leads Leads are stored in a 14-column custom table created in libs/db-setup.php. A legacy wpestate_crm_lead CPT (post-types/leads.php) is retained for backward compatibility; […]

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]]> Managing Contacts in the WPResidence CRM https://help.wpresidence.net/article/managing-contacts-in-the-wpresidence-crm/ Fri, 17 Apr 2026 11:59:18 +0000 https://help.wpresidence.net/?post_type=article&p=15963 Managing Contacts in the WPResidence CRM Contacts are the heart of your real estate CRM. Every buyer, seller, tenant, landlord, and investor you work with lives in this one master database — complete with lifecycle stage, lead source, assigned agent, preferences, and a full history of every interaction. This guide walks through everything you can […]

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]]> WPResidence CRM Contacts — Developer Reference https://help.wpresidence.net/article/wpresidence-crm-contacts-developer-reference/ Fri, 17 Apr 2026 11:58:07 +0000 https://help.wpresidence.net/?post_type=article&p=15961 WPResidence CRM Contacts — Developer Reference This article documents the Contacts module of the WPResidence real estate CRM plugin from a code perspective: storage, CRUD API, AJAX endpoints, field map, hooks, and permissions. Storage — wp_wpresidence_crm_contacts Contacts live in a dedicated custom table with 44 columns, created in libs/db-setup.php. No CPT is used for new […]

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]]> Managing Enquiries in the WPResidence CRM https://help.wpresidence.net/article/managing-enquiries-in-the-wpresidence-crm/ Fri, 17 Apr 2026 11:57:03 +0000 https://help.wpresidence.net/?post_type=article&p=15959 Managing Enquiries in the WPResidence CRM Enquiries are the front door of your real estate CRM. Every time a prospect phones in, walks into your office, emails you, or fills in a form on your website, you have an enquiry. The Enquiries section of the WPResidence CRM is where you log, review, and manage that […]

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]]> WPResidence CRM Enquiries — Developer Reference https://help.wpresidence.net/article/wpresidence-crm-enquiries-developer-reference/ Fri, 17 Apr 2026 11:53:36 +0000 https://help.wpresidence.net/?post_type=article&p=15957 WPResidence CRM Enquiries — Developer Reference This article documents how the Enquiries module is implemented in the WPResidence real estate CRM plugin. It covers the database table, the CRUD API, the AJAX endpoints, the auto-contact linking logic, status picklists, and the hooks you can use to extend the module. All references are against plugin version […]

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]]> WPResidence CRM Overview: Your Real Estate Dashboard at a Glance https://help.wpresidence.net/article/wpresidence-crm-overview-your-real-estate-dashboard-at-a-glance/ Fri, 17 Apr 2026 11:51:23 +0000 https://help.wpresidence.net/?post_type=article&p=15955 WPResidence CRM Overview: Your Real Estate Dashboard at a Glance The WPResidence CRM is a complete real estate CRM built directly into your WPResidence website. Instead of juggling spreadsheets, email inboxes, and separate tools, you get one frontend dashboard where enquiries, contacts, leads, deals, tasks, activity, and stats all live together. This article is an […]

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]]> WPResidence CRM Overview for Developers https://help.wpresidence.net/article/wpresidence-crm-overview-for-developers/ Fri, 17 Apr 2026 11:49:39 +0000 https://help.wpresidence.net/?post_type=article&p=15952 WPResidence CRM Overview for Developers This article is the developer counterpart to the CRM Overview guide. It maps the WPResidence real estate CRM plugin structure — bootstrap, page template routing, database activation, enqueues, and dashboard navigation — so you can extend or debug the plugin from a child theme or custom add-on without guessing. All […]

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