Update account status to in progress when project status changes in Rocketlane and Freshsales Classic
Update account status to in progress when project status changes in Rocketlane and Freshsales Classic
Update your account status to 'In Progress' when a project in Rocketlane changes to 'In Progress' or 'In Planning'. This keeps your Freshsales Classic records current, improving project tracking and client communication.
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Overview
Update your account status to 'In Progress' when a project in Rocketlane changes to 'In Progress' or 'In Planning'. This keeps your Freshsales Classic records current, improving project tracking and client communication.