Notify real estate sales and owners on onboard complete

Marketing ops lose visibility when owner onboard completes, causing handoff gaps. Automated emails deliver the onboarding link to assigned sales reps and owners, ensuring quick handoffs.

Overview

Real estate marketing ops and presidents know onboarding handoffs can slip, risking lost showings and commission delays. This workflow sends the onboarding process link to assigned sales reps and owners as soon as the owner onboarding stage completes, eliminating visibility gaps so handoffs start quickly and adoption improves.

Notable Features

Notify assigned sales reps and owners
Include direct onboarding process link
Route emails based on assignee role