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Head of engineering: keep dispatch board aligned with CRM stages

Head of engineering: keep dispatch board aligned with CRM stages

Head of engineering misses deal stage changes, causing dispatch to use stale CRM info. Keep the operations deal board current so dispatch and permit coordinators prioritize correctly.

Head of engineering: keep dispatch board aligned with CRM stages

Overview

Construction work grinds to a halt when dispatch teams act on outdated deal stages, creating permit bottlenecks and schedule risk. This workflow makes the operations board reflect CRM stages so dispatch and permit coordinators prioritize site work correctly, and customers report smoother handoffs and fewer scheduling conflicts.

Notable Features

  • Update operations board deal stages
  • Notify dispatch and permit coordinators
  • Create changelog for auditability

Head of engineering: keep dispatch board aligned with CRM stages