Create buyer and seller CRM deals from offers
Create buyer and seller CRM deals from offers
Your updated offer records don't create CRM deals, causing pipeline gaps and unclear follow-up ownership. Get buyer or seller deals created in the CRM so agents can follow up the same day.
Overview
Offers should turn into actionable opportunities, not orphaned rows. This flow creates buyer or seller deals and assigns the right agent automatically, so reps have prioritized opportunities and can follow up the same day.