Head of CRM: Ensure tenant referrals reach operations inbox
Head of CRM: Ensure tenant referrals reach operations inbox
Head of CRM sees referral flags and consent set, but referrals get missed and leases delayed. Send complete referral and lease details to the operations inbox so operations can act with full context.
Overview
Missed tenant referrals create operational delays and risk stalled lease processing. This workflow routes every referral and lease detail straight to the operations inbox or task queue, closing handoff gaps so operations act with full context and response times drop dramatically.
Notable Features
- Capture referral and consent flags
- Send complete lease details to operations
- Create operations task or notification