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Update internal sales user directory and form lists

Update internal sales user directory and form lists

Outdated CRM owner lists cause mis-assigned leads and slow handoffs for sales staff. It keeps rep records and form options current so routing and assignments work by the next business day.

Update internal sales user directory and form lists

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Overview

As director of a leasing operation you need rep lists that are accurate every morning so leads route correctly and coordinators can act. This flow centralizes owner updates into a single roster and refreshes public form choices daily, reducing mis‑routed leads and manual fixes by the next business day.

Update internal sales user directory and form lists