Set property site status to sequenced on enrollment
Set property site status to sequenced on enrollment
Your site records don't update when enrollment events arrive, leaving onboarding status unclear and coordinators without context. Update site lifecycle so onboarding teams can start tasks the same day.
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Overview
When enrollment events don't update site records, onboarding slows and coordinators spend time chasing context. This flow updates the CRM site status immediately so operations and onboarding teams can begin required tasks the same day.