Send property assignment emails and log outreach to tracking
Send property assignment emails and log outreach to tracking
Your property assignment rows leave field agents without pickup instructions, delaying visits. The workflow sends assignment emails and logs outreach so coordinators can act same day.
Overview
When a property is assigned, agents need pickup instructions and operations need a record of outreach—this flow sends the assignment email and logs a tracking row automatically. Coordinators get visibility and agents receive instructions the same day, avoiding missed visits.