Real estate presidents: remove tenant contacts from deals
Real estate presidents: remove tenant contacts from deals
Presidents find tenant contacts tied to wrong deals, causing misdirected outreach and bad leasing reports. Remove associations when the deal flag is set so leasing and ops keep accurate contacts.
Overview
Tenant contacts left attached to deals cause misdirected outreach and corrupt leasing reports. This workflow clears tenant associations when the deal flag is set, keeping leasing and operations working from accurate contact relationships and cleaner reports. Teams report fewer manual fixes and more reliable CRM data.
Notable Features
- Remove tenant contact associations
- Check deal flag before changes
- Notify leasing and ops users