Detach stale property links from asset records on schedule
Detach stale property links from asset records on schedule
Your asset records can hold stale property links that misstate ownership and hinder deal tracking. It detaches the links and posts an ops channel alert, keeping portfolios accurate for weekly reviews.
Overview
Stale property links create misaligned ownership and noisy records for sales ops and portfolio teams. This flow removes outdated associations on a schedule and alerts your ops channel, so teams see accurate portfolio data ahead of weekly reviews.