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Create project folder and update deal record with tracking

Create project folder and update deal record with tracking

Your deal records and MLS listings lack a central folder and tracker entries, delaying investor outreach. Create folders, log rows to trackers, and update CRM stages so coordinators can act same day.

Create project folder and update deal record with tracking

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Overview

When deal records lack a single source of truth, coordinators waste time chasing files and miss outreach windows. This flow creates a project folder, logs the deal in your trackers, and updates the CRM so coordinators can act the same day.

Create project folder and update deal record with tracking