Update ticket and deal records after check-in sent
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.
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.