Update property CRM record when setup task completes
Update property CRM record when setup task completes
Your onboarding checklist lacks CRM linkage, leaving integration status unclear and delaying ops and billing. The flow updates the property record so coordinators see current status and act same day.
Overview
When checklist completions aren't reflected in CRM, onboarding and billing stall while coordinators chase records. This flow ties checklist status to the property record so ops sees accurate integration state within minutes and can act same day.