Sales representative
Check the approved availability view before discussing or reserving a unit.
INVENTORY & BOOKINGS
Live real estate inventory and booking control
Give sales teams and channel partners a current view of available, reserved, booked, and sold inventory while keeping booking workflows connected to the deal.
DInventory & bookings
LIVE INVENTORY
Harbour View
A-201
AvailableA-202
BookedA-203
ReservedB-104
AvailableB-105
BookedB-106
AvailableTHE OUTCOME
Give every team a reliable view of what can be sold and what is already committed.
- 01
Project, unit, and property records
- 02
Availability and reservation status
- 03
Booking records and revenue visibility
- 04
Controlled property sharing and PDFs
WHO USES THIS
The workflow changes by role, not by record.
The same connected deal context can support different responsibilities across the team, with access matched to the work each person needs to complete.
Project operations
Maintain the commercial status of projects and units so teams act on a reliable shared record.
Channel-sales leader
Give partners the property information relevant to their role without exposing unrestricted inventory.
PRACTICAL USE CASES
When teams use this workflow.
- Checking the availability of a unit before a site visit
- Tracking the difference between reserved, booked and sold status
- Giving an approved channel partner current project information
COMMON QUESTIONS
Why should booking records be connected to inventory?
A connected workflow helps teams retain the property, customer and commercial context after a unit is reserved or booked.
Can channel partners see every unit?
Access should be configured according to the partner's approved projects, role and commercial rules.
CONNECTED BY DESIGN
One feature, connected to the records around the deal.
This capability works with the lead, property, booking, customer, broker, and operational records that surround a real estate deal. Teams retain context instead of rebuilding it across tools.
WHAT HAPPENS NEXT
Map this workflow to the records your team uses today.
A tailored demo starts with the operating question you need to solve, then shows the relevant DealDesk workflow.