Update contact onboarding from table land agreement changes
Update contact onboarding from table land agreement changes
Your tracking-table land-agreement totals and contact onboarding can desynchronize, leaving CSMs without current status. Keep onboarding records current so managers can act same day.
Overview
When internal land-agreement counts and CRM onboarding fields diverge, your onboarding managers lose context and customers face setup delays. This workflow keeps contact onboarding fields current within minutes so CSMs have accurate context for same-day outreach and setup.