Update closing call status from homeowner video responses
Update closing call status from homeowner video responses
Your closing-stage Opportunities lack homeowner call intent, leaving closers unsure to follow up. It updates Opportunity closing-call status and notifies the assigned closer for same-day outreach.
Overview
When closers don't know whether a homeowner wants a follow-up call, outreach stalls and deals can cool off; this flow writes the homeowner's intent to the Opportunity and alerts the assigned closer. The result: clear call status on the record and prioritized outreach the same day.