Automating the Association of Opportunities with Custom Objects in Real Estate 🏡✨
I
Israa Damoulay
In real estate, it would be valuable to automatically link opportunities to custom objects using the unique ULS (Unique Listing Sequence) of a property, which is included in the opportunity name. Currently, this process is manual, but automating the association would significantly reduce effort and improve efficiency. ⚙️
Example:
For instance, if the opportunity name includes the ULS of a property, we could automatically associate it with the corresponding property custom object. This would allow us to extract all potential buyers for that specific property, streamlining prospect management and ensuring the right buyers are automatically matched to the right properties. đź‘ĄđźŹ
Needs:
Enable the association of opportunities with custom objects based on the unique ULS of the property. 🔑
Automate the extraction of potential buyers for each property. đź“Š
Impact:
This enhancement will significantly boost productivity by reducing manual effort, ensuring faster conversions, and enabling more targeted marketing efforts. The right buyers will be automatically matched with the right properties, which will improve the overall sales process. 🚀🎯
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