Create deal and contacts from new property alerts
Create deal and contacts from new property alerts
Your planning alerts arrive without a tracked deal or contact, causing missed follow-up. Create deals and linked contacts so acquisition and sales can act the same day.
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Overview
When new planning alerts arrive, they must convert into tracked pipeline items so opportunities don’t slip. This workflow turns every alert into a CRM deal with linked contact and company records, giving acquisitions and sales teams actionable opportunities within minutes for same-day outreach.