Update tenant handover sheet when deal stage changes
Update tenant handover sheet when deal stage changes
Your CRM rental deals can leave the tenant handover sheet outdated, delaying flatcard prep and move-in coordination. Keep the sheet synced so property managers have accurate handover details same day.
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Overview
When CRM deal stages change, tenant handover lists can lag and disrupt move-ins and flatcard delivery. This flow keeps your operations worksheet current within minutes of a deal update, so property managers can act and prepare same day.