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Sierra Homebuyers Deals Portal

Buyer engagement

Counts cover buyers, never staff. Click a column to sort, a row for the buyers behind it.

Property Status SHB close date Price Purchase price Days Viewers Opens Photos Clicks Moves Interested Not int. Overpriced Make offer Highest offer Wishes Offers Winner Last activity
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Vince call list

Buyers with a deal marked Interested or Made Offer (active and inactive). Work this queue first.

Buyer Phone Preferred (chosen / suggested) Last reached out to us Last we reached out Interested Made offer Score touches
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Buyer engagement (last 180 days)

Buyer-initiated touches only for scoring. Last we reached out is human-sent only (not automated blasts). Preferred mode = chosen / suggested.

Buyer Preferred (chosen / suggested) Last reached out to us Last we reached out Calls in Texts in Emails in Portal actions Interested Made offer
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Change Contract Price

The note is internal only: it shows in the price history here, on the Opportunity's Chatter post and in #wholesale. Buyers never see it.

Save asks you to confirm the change once more. Buyers then see the new price on the board at once, and Salesforce Wholesale Marketing Price and Expected Gross Profit update within a minute. Nothing else in Salesforce runs.

Manage photos

Photo 1 is the cover, the photo buyers see on the card. Rotate turns the photo in place in Drive. Remove hides it from buyers and leaves the file in the Drive folder. Cover moves a photo to the front. Drag a photo, or type a new number on it, to change the order. Nothing is written until you save, and Salesforce is never changed.