Acquisitions coordinators: keep Sunday visits and zoning accurate

Acquisitions coordinators changing lead status cause Sunday date and zoning mismatches that lead to missed site visits. Keep linked property records updated for field-ready schedules.

Overview

Missed site visits and inconsistent property data slow acquisitions and frustrate coordinators. This workflow aligns property records to lead status changes so coordinators always see correct Sunday visit dates and zoning, eliminating missed visits and enabling reliable field planning.

Notable Features

Update linked property records
Adjust Sunday visit dates and zoning
Notify acquisitions coordinators of changes