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πŸ€‘ Cash Buyer Pipeline Workflow
πŸ€‘ Cash Buyer Pipeline Workflow

Learn what triggers the Cash Buyer Pipeline is and what are the actions of the workflow.

Tommy avatar
Written by Tommy
Updated over 5 months ago

There are 3 Cash Buyer Pipelines: Multi Family, Single Family, and Vacant Land.

  1. Initiation of Workflow

    • Cash Buyer section: User selects either Single Family, Multi Family, Vacant Land or can select all three of them in the cash buyer section of the contact conversation screen

  2. Actions Taken when Workflow is Triggered

    • Contact is moved into the selected Pipeline(s)

    • Removing from all workflows

    • Tagging "cash buyer" and according to the pipeline

    • Turn Bot off

    • Marking as read

🚨Please note when a contact has been tagged with "cash buyer" the bot nor the automation will respond to any inbound messages from that contact as long as the cash buyer tag is on the contact. An alert will be sent to the user when a message comes in from the contact.🚨

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