Real estate sales ops capture notary-stage deals in dashboard

Sales ops specialists miss notary-stage deals, causing pipeline undercounts and risking delayed closings. Log notary-stage deals to the dashboard so reps and ops have accurate pipeline visibility.

Overview

Missed notary-stage entries skew pipeline reporting and put closing timelines and commissions at risk for brokers and freelancers. This workflow captures those deals into a shared dashboard and alerts owners, eliminating overlooked formalizations and restoring accurate pipeline visibility for sales ops and reps.

Notable Features

Create dashboard rows automatically
Filter deals by pipeline and role
Alert reps and ops instantly