Create property projects from emailed CSV report attachments
Create property projects from emailed CSV report attachments
Your emailed notice CSVs list unit move dates but sit unprocessed, causing missed pre-project setup and unclear schedules. It creates project records with unit context and due dates for same-day action.
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Overview
Stop leaving move-notice CSVs unprocessed — this captures emailed reports and turns each qualifying row into a CRM project with unit context and a due date. Property managers get pre-populated projects the same day, so on-site teams can start coordination immediately.