Keep marketing ops aligned when projects reach approval
Keep marketing ops aligned when projects reach approval
Marketing ops miss board changes to Approval to Install, causing campaign launches and customer notices to be misaligned. It updates project stage to Stage 2 so campaigns and notices start in sync.
Overview
Marketing ops risk mis-timed campaigns when board approvals aren't reflected in project records. This workflow keeps project stage data aligned with approval columns so campaigns and customer notifications start in sync, removing manual status checks and preventing mis-timed launches.
Notable Features
- Update project stage on board change
- Notify marketing ops and stakeholders
- Create permitting and installation tasks