Create deal intake task from updated spreadsheet row
Create deal intake task from updated spreadsheet row
Your on-market deal rows sit in a spreadsheet unassigned, delaying inspections, bids, and owner outreach. The workflow creates a structured intake task so your acquisitions team can start work same day.
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Overview
When a new on‑market property appears in your sheet, avoid manual copy‑and‑paste by generating a structured intake task complete with notes, owner, and project placement. That gets acquisitions and project teams working on inspections, bids, and outreach the same day so deals keep moving.