Update contact and relationship records from board changes

Your team board edits leave contact and spouse details out of sync, causing agents to miss context before showings and offers. Keep contacts and relationships current for same-day outreach.

Overview

Board edits often leave contact profiles and spouse relationships stale, slowing agent outreach and transaction prep. This flow keeps CRM people and relationship records current so agents have full client context for same-day follow-up and smoother closings.