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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.

Real estate presidents: remove tenant contacts from deals

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

Real estate presidents: remove tenant contacts from deals