Keep support ops updated on deed-signed contact status

Customer support ops miss onboarding steps when deed-signed dates stay buried in spreadsheets, delaying customer handoffs. It updates marketing lists and flags signed-status so onboarding can start.

Overview

Customer support ops risk missed onboarding when signed documents remain untracked. This workflow keeps marketing contact lists and onboarding alerts aligned to deed-signed dates, eliminating manual lookups so support and onboarding can start next steps quickly.

Notable Features

Update marketing lists on row change
Flag contacts as deed-signed
Notify support ops and onboarding