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Create closed contact record for settlement team access

Create closed contact record for settlement team access

Your closed deals and contact details often sit only in the CRM, delaying settlement coordination and paperwork. Add them to a central table for transaction coordinators to access same day.

Create closed contact record for settlement team access

Overview

Closed contacts often stay trapped in the CRM, forcing transaction coordinators to chase details. This flow writes every Closed contact into a shared table so settlement staff get complete records same day and can complete paperwork without delay.

Create closed contact record for settlement team access