Friday, May 22, 2026

Today's work focused on enhancing the Lead Management Tool's functionality, improving user experience, and addressing technical issues.

• *Property Rental Workflows:**

• The application now supports property rental workflows, with updated forms and permissions to streamline the process.
• Mandatory deal closure inputs have been added for residential rental leads to ensure accurate data collection.
• Automated workflow hand-off and CRM oversight have been implemented for sourcing requests to improve efficiency.
• Users can now request property sourcing for rental leads, and property listings are updated to use service type instead of listing for.

• *Property Listings and Inventory:**

• The property inventory page has been improved for better responsiveness, and a bug related to the "for sale" filter has been fixed.
• A script has been added to classify property listings for sale, rent, or lease.
• A listing purpose filter and display have been added for properties to provide more detailed information.

• *Security and User Access:**

• CSV export functionality is now restricted to authorized personnel only to maintain data security.
• Residential Rental users can now edit property reports to enhance user experience.

• *Testing and Development:**

• Milestone forms are now non-mandatory for testing purposes to facilitate development.

Bug fixes: None.