Help project managers keep CRM deal hours current weekdays
Help project managers keep CRM deal hours current weekdays
Process optimization leads see CRM deal hours go stale, risking billing errors and reconciliation work. Scheduled weekday pulls from your time tracker update deals' hours_mtd so project managers have current MTD billing visibility.
Overview
Inaccurate month-to-date hours create billing disputes and force manual reconciliation that slows project delivery. This workflow pulls billable time every weekday and writes hours_mtd back to each CRM deal, eliminating manual updates and giving project managers clear month-to-date billing visibility.
Notable Features
- Pull billable time from tracker
- Update CRM deals with MTD hours
- Loop clients and update deals