Capture real estate agent signed deals in tracker

Operations coordinators miss signed agent deals when funnel entries never reach the tracker, causing reporting gaps. It creates time-stamped tracker records so operations can reconcile confidently.

Overview

Signed agent deals slipping out of the funnel create blind spots in reporting and costly reconciliation work for operations. This workflow captures every signed deal as a time-stamped record in your central sales tracker, giving operations and sales managers a reliable reconciliation trail and eliminating missed entries.

Notable Features

Create time-stamped deal records
Route deals to sales managers
Flag incomplete submissions for review