Real estate GMs: attach strategy forms to deals

General managers watch strategy forms go unlinked, making agents miss follow-ups and risk commission. Attach forms to contact and deal records and assign ownership so agents follow up in context.

Overview

Missed form links cost showings and commission for small real estate firms. This workflow attaches strategy-session submissions to the correct contact and deal and assigns ownership, eliminating manual handoffs and ensuring agents follow up with context. Agents report faster handoffs and zero missed follow-ups.

Notable Features

Attach responses to contact and deal
Assign ownership to the right agent
Add response as pinned deal note