Accept client estimate and update project record immediately
Accept client estimate and update project record immediately
Your accepted estimates in the CRM can fail to update the time-tracking estimate, leaving billing and staffing unclear. Align project and estimate status so billing and schedulers can act same day.
Overview
When accepted estimates in the CRM don't propagate, billing and resource planning stall and invoices get delayed. This flow converts acceptance events into confirmed estimates in your time-tracking system, so billing staff and schedulers can act the same day and start invoicing and staffing without waiting.