Add new marketing property processes to portfolio sheet

Your CRM marketing property processes lack a single roster of addresses and unit IDs, causing manual lookups and delays. Leasing coordinators get an updated workbook for same-day reporting.

Overview

When marketing-created property processes never reach operations records, leasing coordinators end up doing manual lookups and reporting stalls. This flow writes each new marketing process into a single workbook so coordinators and portfolio managers see updated address and unit rows the same day.