Create CRM lead and note from seller cash request
Create CRM lead and note from seller cash request
Seller cash-offer requests arrive untracked, leaving agents without contact context or priority for outreach. Capture the lead and an intake note so agents can follow up same day.
Overview
Incoming seller cash-offer requests often lack tracking or context, leaving agents scrambling. This flow captures each submission as a contact and attaches an intake note so marketing ops and listing agents get actionable context and can follow up same day.