Ensure sales reps see requested listings on new deals

Sales reps miss listing context when requested listings aren't attached, stalling deals and causing manual follow-ups. This flow links requested listings to Weeks Off pipeline deals so reps progress opportunities with full context.

Overview

When requested listings aren't attached to deals, sales reps lack context and deals stall. This workflow ensures every new Weeks Off deal automatically includes requested properties, giving reps immediate context and eliminating manual lookups. The result is faster handoffs, cleaner pipeline records, and an auditable history of associations.

Notable Features

Link requested listings to deals
Alert sales reps about linked properties
Log associations for audit trail