Keep lead access details current for leasing coordinators

Operations coordinators get staff authorization forms missing key access, causing service failures and access confusion. Updates write key ownership to leads so coordinators verify access.

Overview

Missed or outdated key data leads to failed service visits and frustrated leasing coordinators. This workflow ensures each authorization form updates the lead record and creates an auditable access ownership trail, so ops and leasing can verify keys before visits.

Notable Features

Update CRM lead access fields
Match form submissions to leads
Notify leasing coordinators on changes