For real estate COOs: keep opportunity records accurate

COOs miss commission when property shoot statuses lag, causing handoffs and stalled closings. It updates the linked opportunity when a shoot goes in progress, so sales and ops coordinate follow-ups.

Overview

Property shoots that move to in progress often leave opportunities stale, risking commissions and stalled closings. This workflow keeps opportunity statuses aligned with shoot progress so sales and operations coordinate handoffs and follow-ups, resulting in fewer missed follow-ups and clearer pipeline visibility.

Notable Features

Update opportunity status when shoots start
Match shoots to opportunities by address
Notify sales and operations of changes