Update board status and broker name from contact changes
Update board status and broker name from contact changes
Contact statuses and broker names can diverge between your CRM and board, leaving coordinators without current pipeline context. Keep board status and broker name aligned for same-day action.
Overview
When contact statuses and broker assignments fall out of sync, coordinators spend time chasing updates and leads stall. This workflow keeps your board in step with CRM changes so program coordinators can act on leads within minutes and avoid missed handoffs.