Update client records in your workspace from CRM changes
Update client records in your workspace from CRM changes
Your new client contacts don't carry owner, role, or phone details into the workspace, leaving brokers without call context. Updates deliver complete client profiles for brokers same day.
Overview
When CRM additions don't reach your central workspace, brokers show up to calls without context and onboarding stalls. This flow keeps workspace profiles current so brokers have prep-ready client details and onboarding can start same day.