Project managers keep tenant and landlord records accurate after sale
Project managers keep tenant and landlord records accurate after sale
Project managers miss tenant/landlord role updates when deals hit 'P贸liza vendida', stalling post-sale handoffs. So ops and commercial teams start post-sale work immediately.
Overview
Project managers face stalled post-sale handoffs when contact roles and rental flags aren't updated, leading to missed commercial follow-ups and rework. This workflow updates roles, links accounts, and flags active rentals when deals hit 'P贸liza vendida', preventing missed follow-ups and enabling ops and commercial teams to begin post-sale work immediately.
Notable Features
- Set contact roles by deal stage
- Link contacts to account records
- Mark active rentals after sale