Keep operations coordinators' CRM session records up to date

Operations coordinators see CRM session dates and membership info go stale, causing missed follow-ups. Task-based updates refresh CRM sessions so coordinators act on current dates and task links.

Overview

Stale session details lead to missed follow-ups and frustrated clients for operations coordinators. This workflow ties project task changes to CRM session records so coordinators always see current dates, memberships, and task links. Teams report fewer manual updates and clearer handoffs.

Notable Features

Update CRM sessions from tasks
Map membership details to CRM
Notify client coordinators on changes