Send cash offer email and update opportunity record

Your MLS offers and activity logs are inconsistent, leaving reps unclear which proposals were sent. It sends the formal cash offer and updates the opportunity for an auditable, same-day outreach record.

Send cash offer email and update opportunity record

Overview

When offer outreach isn't tracked, reps waste time reconciling what was sent and when deals stall. This flow sends the formal cash offer email and records the opportunity change, giving reps a same-day, auditable trail so negotiations move forward faster.

Send cash offer email and update opportunity record