Real estate presidents: set first Friday owner updates

Property presidents miss owner briefings when stage changes leave owner-update dates blank. This workflow sets the first Friday owner-update date on stage change so managers start owner communications.

Overview

Missed owner updates damage trust and listing performance. This workflow ensures the first-Friday owner-update date is populated when a process stage changes, eliminating manual scheduling gaps and letting property managers begin owner communications on schedule.

Notable Features

Set first-Friday owner-update dates
Trigger on specified stage changes
Notify managers of scheduled updates