Update deal with property details for sales reps
Update deal with property details for sales reps
Property updates arrive without address or HOA info, leaving reps without outreach context. It copies property fields into the deal so reps get full context same day.
Overview
Missing property context delays follow-up and causes poor handoffs between reps and ops. This flow ensures deals gain full address and HOA metadata within minutes of intake so reps can prioritize outreach and route opportunities same day.