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Tuesday, July 23

Today

NEEDS ATTENTIONbefore 11:00

Salesforce and the signed amendment disagree on the renewal date.

Salesforce has the Birchwood renewal on June 1. The signed amendment in Drive says June 15. One of them is wrong, and notice terms depend on it.

Birchwood record · renewal Jun 1May 2
Amendment 2 (signed) · renewal Jun 15Apr 28

That’s the whole list.

01

Prep me for my day.

Tuesday, July 23
Current through 8:04 AM

BRIEF REFRESHED 2M AGO

Your 11:00 owner call.

Everything that changed since you last spoke, already lined up.

Since last time

Renewal moved from Jun 1 to Jun 15.

The numbers

Occupancy 92.4% · two work orders open.

Last decision

Ellis needs exterior-work timing before renewal.

Schedule change

The walkthrough moved to 2:00.

11:00Owner call — Ellis Ward
02

Catch me up on what changed.

What changed overnight
18 inputs reviewed

Two things need you.

Salesforce and the signed amendment disagree.before 11:00
Send Dana the Q3 numbers you promised.due at noon

No action needed · FYI

Vendor acknowledged the 2:00 walkthrough.18m ago
Dana replied in #birchwood.7:48 AM
That’s the whole list.
03

Draft the next step for me.

DRAFTED FOR REVIEW11:48 AM

Reply to Dana — the Q3 numbers

#birchwood · replies to Tuesday’s thread

Hi Dana — the signed amendment confirms Jun 15. Here are the Q3 numbers I promised: occupancy 92.4%, with two work orders still open. Full sheet attached.

Q3 numbers.xlsxSend to Dana
Ready for review
04

Keep everything in sync automatically.

SYNC COMPLETE12:04 PM

Jun 15 is now everywhere it needs to be.

Lease record · AppFolioJun 1 → Jun 15
Owner account · SalesforceJun 1 → Jun 15
Renewal tracker · DriveJun 1 → Jun 15
Reply to Dana · #birchwoodsent 12:02
4 / 4 verified · recheck tonight

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