Capture exported contacts as deals for real estate agents

Real estate agents exporting contacts miss follow-up and risk losing showings and commission. This creates a deal on the agent's board when a contact is exported, ensuring prospects are prioritized.

Overview

Real estate agents risk losing showings and commission when exported contacts never enter the pipeline. This workflow turns every exported contact into a deal on the agent's board, removing manual handoffs and prioritizing prospects for follow-up. Agents report faster responses and far fewer missed follow-ups.

Notable Features

Create deal from exported contacts
Assign deal to agent board
Notify agent about new prospects