Real estate sales ops: alert for new drawing requests

Sales ops miss new drawing requests buried in shared inboxes, delaying proposals and risking lost commissions. Push requests to the proposals chat so sales and ops assign owners and respond promptly.

Overview

Missed drawing requests delay proposals and threaten commissions. This workflow routes every drawing request into the proposals chat so sales ops assign owners and respond promptly, ensuring requests are visible and handoffs happen faster.

Notable Features

Post email requests to proposals chat
Flag urgent drawing requests automatically
Create assignment task for each request