Real estate agents capture booked coaching leads

Real estate agents lose commission when coaching bookings go untracked. It creates or updates a CRM 'Booked Call' opportunity, assigns a rep, and ensures prompt follow-up.

Overview

Booked coaching calls slipping out of sight cost real estate agents commissions when follow-ups are delayed. This workflow captures every booking as a 'Booked Call' opportunity and assigns a rep, so outreach happens sooner and the pipeline reflects live opportunities.

Notable Features

Create or update CRM opportunities
Assign booked calls to reps
Send instant rep notifications