Update unit viewing dates across building leads in CRM
Update unit viewing dates across building leads in CRM
Your unit viewing leads get out of sync when a suggested viewing date changes, causing missed or duplicate appointments. The change is pushed to all related leads so schedules stay aligned same day.
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Overview
When suggested viewing dates drift across lead records, coordinators scramble and applicants miss viewings. This flow applies the updated date to all related unit viewing leads so schedules stay aligned and follow-up happens same day.