Keep local marketing outreach tied to every new job

Marketing coordinators miss leads when jobs lack visit records, delaying outreach and losing referrals. This flow creates visit records from new or updated jobs so marketing launches local outreach fast.

Overview

Missed neighborhood outreach means lost local referrals and wasted marketing effort. This workflow guarantees every new or updated job becomes a visit record so marketing launches targeted local outreach without manual steps, producing faster handoffs and fewer missed referrals.

Notable Features

Create visit records from jobs
Tag jobs with nearby neighborhoods
Notify marketing coordinators on changes