Send several offers to the team at once

Tick the promotions you want the team to push, add a note, and send them: a notification now, the morning email, and one WhatsApp message for the team's group.

Who it is for

Agency planAgency ownerAgency admin

Where to find it

  • Agency dashboard: Listings › Promotions

How to do it

  1. On Promotions, tick each offer (or the box at the top of the table for all of them).

  2. Press Send to the team in the bar at the foot and add a note if you like, such as "Push these this week".

  3. Send to the team tells everyone at once and puts the offers in tomorrow morning's summary. WhatsApp message writes one message to copy or send to the team's group.

  4. Each offer in the message opens its page in Key Deal, where everyone presses Share to send it to clients with their own links.

Or ask Claude

“Send the Meridian Properties transfer fee waiver and the Palm Vista payment plan to the team, say push these this week”

With the Key Deal connector, Claude does the same from a sentence. How the connector works

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