Real estate co-owner: keep offers accurate and linked

Co-owners lose commissions when contact offer IDs change and outreach reaches wrong prospects. This updates offer status and links contacts to deals so agents see offers and follow up quickly.

Overview

Mis-tagged offers cost real estate co-owners commissions and create follow-up confusion when outreach hits the wrong prospects. This workflow keeps offer statuses accurate and attaches contacts to deals so agents always see valid offers and can follow up promptly.

Notable Features

Update offer status on contact change
Attach contact to correct deal
Notify sales reps of changes