Free Women’s Month tool · For property practitioners

Lead & Viewing Tracker

Capture the meeting. Rate the lead. Record the next step—then share a clear summary through the app you choose.

● Your information stays in your browser and the app you select. J9 does not receive it.

1Ready
to act

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5Early-stage
browser

New record

Meeting details

Record typeDate & time *Prospect name or initials *Your name or initialsProperty address or referenceProperty value (R)Finance position

Lead readiness *

Choose the honest rating that best reflects the lead today.

Next step & safety

Next actionFollow-up dateSafety status

Someone knows where I amPrincipal, colleague, friend or familyLocation sharedWhere appropriate for this appointment

Follow-up or safety note

Record summary

Ready to share

Live preview

J9 record•••

🏡 *J9 LEAD & VIEWING RECORD*
*PROPERTY VIEWING*
📅 Date not recorded
🤝 Prospect: Not recorded
📍 Property / reference: Not applicable
💰 Property value: Not recorded
🏦 Finance: Not discussed
*Lead rating: –/5 — Not rated*
➡️ Next action: Not recorded
⏰ Follow-up: No date set
🛡️ Safety: No concern noted
#J9Tracker #LeadUnrated
Recorded with the free J9 Lead & Viewing Tracker
https://j9web.co.za/

On your phone: choose WhatsApp Business from the Share menu, then “Message yourself” or a private record-only group. You may also share with a trusted colleague or principal when appropriate. J9 cannot see who you choose.

Protect your account: never approve a prompt to delete, replace or migrate WhatsApp Business. Cancel it and use Copy record instead.

Private device history

Your recent records 0

Only records you choose to save appear here. They remain in this browser and are never sent to J9.

⌁

No saved records yet

Complete your first record above, then choose “Save on this phone” or “Save & share record”.

Simple by design

One minute now. A searchable record later.

Record

Capture only the useful meeting details—no sensitive documents.

Rate

Use the same 1–5 readiness scale after every call or viewing.

Choose WhatsApp Business, WhatsApp or another app from your phone’s Share menu.