Name the party role and authority
Distinguish applicant, tenant, owner, supplier, neighbour and representative before exposing property context.
Workflow blueprint
Property CRM records need a purpose before a pipeline stage
Separate relationship context from lease, screening, maintenance, payment and housing decisions.
Map property relationship handoffs without claiming tenant screening, leases, portals, advertising, maintenance dispatch, payments, consent compliance or automated messaging.
TL;DR — Map property relationship handoffs without claiming tenant screening, leases, portals, advertising, maintenance dispatch, payments, consent compliance or automated messaging.
Limit the relationship purpose
Record why contact exists, which property is relevant, permitted audience and restricted fields.
Route the property event
Send leasing questions, access requests, maintenance symptoms, complaints and owner instructions to different owners.
Close without losing obligations
Preserve disclosure receipts, correction requests, suppression instructions, conflicts and retention questions.
Page-specific decision aid
A party-role, property-purpose, event-route, disclosure and correction deck
The deck follows one person from rental enquiry to tenancy while preserving the original purpose, property reference, viewing disclosure, applicant handoff, restricted note, maintenance symptom, supplier route, owner message, correction request, marketing suppression, unresolved role conflict and retention review.
- ✓A contact record is not screening authority.
- ✓A maintenance symptom is not a contractor finding.
- ✓A closed task does not cancel a suppression instruction.
Scope first
What Codeblix would confirm before implementation
This page is an operational blueprint. The final workflow, screens, permissions and integrations depend on your current process and agreed implementation scope.
- ✓One person may hold several roles with different boundaries
- ✓A CRM note cannot become lease or repair authority
- ✓Closed tasks retain correction and suppression history
- ✓Screening advertising maintenance payment consent and compliance claims excluded
Relevant Codeblix foundations
Review the existing product areas that support the proposed workflow.
Use the related planning tools
Run the operational calculation, save the result in the URL and share it with your team.
Map this workflow to your operation
Tell Codeblix how work moves today. We will confirm the practical scope before proposing an implementation.
Discuss your workflow