Create pre-listing notes with seller and landlord links
Create pre-listing notes with seller and landlord links
Listing rows missing client links leave agents unprepared for appointments. You get consolidated pre-listing notes in the contact record so agents are ready before the appointment.
Overview
Listing appointments fail when agents lack all client fillout links; this flow assembles those links and writes a consolidated note to the contact so agents always have seller or landlord materials at the appointment. Notes appear in the CRM within minutes of the row update, cutting last-minute scrambling and improving readiness.