Create buyer or renter deals when Showing Homes

Sales reps lose prospects when contacts hit Showing Homes without a deal, leaving opportunities untracked and pipelines incomplete. Create buyer or renter deals so assigned agents get tracked opportunities and follow up promptly.

Overview

Untracked Showing Homes stages let prospects slip out of the pipeline and stall forecasts. This workflow creates a buyer or renter deal and routes it to the assigned agent, ensuring opportunities are tracked and response times drop dramatically. The outcome is cleaner pipelines, zero missed follow-ups, and faster first contact from reps.

Notable Features

Create deals from stage changes
Check for existing deals before creating
Notify assigned agents of new deals