Create listing transaction when a contact template updates
Create listing transaction when a contact template updates
When a contact's seller-template updates but no transaction is created, agents lack pre-listing paperwork and deal context. Create transactions for agents and listing coordinators the same day.
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Overview
Seller-template changes often leave listings without transactions, delaying paperwork and marketing. This flow creates pre-listing transactions automatically so agents and listing coordinators have ready transactions and paperwork the same day.