IT: Keep contract routing and onboarding accurate for project teams

IT admins see contract stage changes missing project-lead mappings, causing onboarding delays. Enrichment maps leads and assigns service type so ops begin onboarding without manual fixes.

Overview

Contracts stall when project leads aren't mapped, creating onboarding delays and extra coordination for ops. This workflow enriches contract records with project-lead IDs and service type from your CRM, eliminating manual lookups so operations can start onboarding faster with fewer errors.

Notable Features

Map project lead when stage changes
Set service type from deal record
Flag missing mappings as errors