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Atlas workflow
How Atlas connects the work
New inquiries are validated and queued for delivery to Atlas. The separate initial migration reconciles Lasso contacts and history. Atlas shares customer context across projects for sales follow-up, reporting, and administrative auditing.
How Atlas connects the work
Lasso records
Contacts, projects, and activity history
Website + property portals
New inquiries from connected sources
Migration + reconciliation
Normalize records and preserve context
Inquiry intake
Validate, queue delivery, and retry
Atlas: shared customer records
One customer across multiple projects
Project interests, relationships, and history
Sales follow-up
Projects and customer context
Appointments and activity
Wormald Homes reporting
Relevant KPIs
Project and period comparisons
Data quality + auditing
Review changes and correct data
Add guardrails as needs emerge
Initial migration
Ongoing inquiry flow