Update deal records from broker reply email threads
Update deal records from broker reply email threads
Broker reply emails aren't linked to deals, leaving status and responses unrecorded and delaying follow-up. Logs and status updates are added so sales ops see activity same day.
Overview
Broker replies often sit unrecorded in inboxes, leaving deals out of date and reps without context. This flow captures replies, updates the deal record, and prepares a short response so sales ops and account owners see fresh activity and can act the same day.