Update lead profile from preference form and notify owner

Your preference forms arrive outside the CRM, leaving leasing staff without context for tours. It updates the lead, attaches the submission, and emails the owner so they have context same day.

Update lead profile from preference form and notify owner

Overview

Leasing reps often lack the preferences that make tours productive, which leads to wasted visits and cold follow-ups; this flow enriches the CRM and notifies the assigned owner so they arrive prepared. That gives owners the context they need for sharper, same-day outreach and better tour outcomes.

Update lead profile from preference form and notify owner