- 🚨 When a Sales Pipeline board item status changes to Send to Properties Board and the Subscription=a Paid Subscription (not MTSA Starter: 1 Source), the controller receives a notification email with details of the property.
- Controller manually creates client folder in Dropbox.
TO BE AUTOMATED EVENTUALLY - SEE OPS REQUEST
Subfolders =
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OR (??????) |
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- Controller downloads a PDF copy of the contract and saves it to the Dropbox client folder.
- Controller puts a link to that PDF (from Dropbox) onto the Properties board in the Contract column.