Update pet relocation tracker when deal owner changes
Update pet relocation tracker when deal owner changes
Your relocation deals miss owner and schedule updates in the ops tracker, leaving coordinators without booking context. Keep rows current so coordinators can schedule and prep customers same day.
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Overview
Keep your relocation tracker aligned with deal updates so coordinators always have current owner assignments and booking dates. This removes manual lookups and lets scheduling and customer prep happen same day, reducing handoff friction.