Send new offer note to team and update record

Your dealer offers sit untriaged in the intake table, causing missed intake steps and duplicate outreach. The flow posts an internal note and updates the record so partner managers can act same day.

Overview

When a dealer re-offer arrives, partner managers need an obvious cue and an updated intake record so offers don't linger or get duplicated. This flow posts the team note and marks the record processed, enabling same-day handling and fewer manual handoffs.