Keep O/T classifications in CRM current for PMs

Project managers miss O/T Classification changes on the pipeline board, causing billing errors and reconciliation headaches. Updates reflect in CRM so billing uses correct classifications.

Overview

When pipeline O/T Classifications don't reach the CRM, billing errors and reconciliation overhead follow. This workflow ensures placement records mirror board changes so project managers and billing invoice and report from accurate classifications, reducing billing disputes and manual reconciliation.

Notable Features

Detect classification changes on board
Update placement records in CRM
Notify billing and project managers