Update deal pricing and stage after photo intake
Update deal pricing and stage after photo intake
Your deals get stage updates from photo intake without recalculated offer numbers, leaving reps with outdated pricing. Get updated offer values and an auto-created triage task for same-day follow up.
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Overview
Stale intake data breeds outdated offers and slows reps; this flow recalculates offer values and advances the deal record so reps always see accurate pricing. It also creates a triage task and moves deals forward within minutes, enabling same-day outreach and cleaner pipeline management.