Real estate CEOs: Notify leadership when CSM assigned

Project managers miss CSM assignments buried in email, causing onboarding handoffs to stall and risking delayed move-ins. Channel alerts make ownership visible so handoffs get coordinated.

Overview

Missed CSM assignments create onboarding gaps that delay move-ins and frustrate clients. This workflow surfaces ownership in leadership and onboarding channels so handoffs are visible and coordinated, and leaders report fewer missed handoffs and smoother onboarding.

Notable Features

Post assignment alerts to channel
Mention leadership and onboarding
Create tracking entry in spreadsheet