Update tenant directory and create site tasks for ops team
Update tenant directory and create site tasks for ops team
Your tenant records in CRM change often and can leave the central directory and public site listings inconsistent. Keep tenant data current and raise site-update tasks for coordinators same day.
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Overview
When tenant info changes in your CRM, your directory and public listings can fall out of step and create extra manual work for ops. This flow keeps the central tenant table current and surfaces site-update tasks to coordinators so fixes get made the same day.