When a Lead that's of the type ‘Appraisal Request’ is created or updated (assuming there's a Contact & Property record attached), Rex will set the attached Contact as the owner of the Property record.
Notes:
- We'll only add the relationship automatically if there is no existing relationship between the Property and the Contact, and the Property does not already have an owner.
- If a user manually updates the Lead 'type', we won't automate any changes.
- If a user manually changes the Property or the Contact record attached to the Lead, we'll remove the existing owner relationship/s (if any) and automatically add a new relationship to the new Property and Contact.