Real estate marketing: create centralized offer records for pending listings

Marketing specialists lose visibility when property rows switch to Offer to Write and Pending, causing offers to be missed. Copies rows to a central offer sheet so ops and sales start follow-up.

Overview

Missed offer records stall coordination and risk losing buyers or delaying closings. This workflow copies pending 'Offer to Write' rows into a central offer sheet and alerts ops and sales, eliminating overlooked offers and creating a single source of truth.

Notable Features

Create offer records automatically
Notify ops and sales instantly
Add full property details