Update ticket and deal records after check-in sent

Your tenant check-in documents sit unlogged, leaving tickets and deals without outreach context. It logs the send and updates ticket and deal statuses so coordinators see current status same day.

Update ticket and deal records after check-in sent

Overview

When check-in packets are sent, your CRM should immediately reflect that outreach so campaign managers and coordinators can act. This flow records each send, updates ticket and deal statuses, and adds a visible note so teams see current status same day.

Update ticket and deal records after check-in sent