Marketing ops: create linked lease check-in tasks when deals change

Marketing ops lose visibility when deal stages change without creating tenant and owner check-ins. This creates linked tickets and assigns follow-up tasks so leasing initiates check-ins on schedule.

Overview

Missed lease check-ins create tenant frustration and leave marketing ops blind to follow-up status. This workflow converts deal-stage changes into linked tenant and owner tickets and assigns a follow-up task to the deal owner, eliminating missed handoffs and ensuring check-ins start on schedule. Customers report dramatically faster handoffs and far fewer manual follow-ups.

Notable Features

Create tenant and owner tickets
Attach tickets to deal records
Assign follow-up tasks to owner