Real estate partners: keep CRM claim counts accurate
Real estate partners: keep CRM claim counts accurate
Managing partners risk skewed ownership counts when claim increments happen after hours, which can distort commission and closing reports. Hold increments until business hours so CRM reflects correct claim history for reporting.
Overview
Managing partners lose confidence in ownership and commission reports when claim counters update after hours. This workflow holds and applies claim increments during business hours so CRM ownership history matches reporting windows. The result is reliable claim records, fewer ownership disputes, and clearer commission reconciliation.
Notable Features
- Delay increments until business hours
- Increment CRM claim counter reliably
- Notify managing partner and operations