Keep project managers' CRM ownership accurate and ready

Project managers marking cards managed create ownership ambiguity, causing sales follow-ups to be missed. So CRM owner and lead status mirror the board, ensuring reps start follow-up quickly.

Overview

Board updates that never reach the CRM create ownership ambiguity and let sales follow-ups slip, undermining deal momentum. This workflow makes card status drive CRM owner and lead flags so reps always know who owns the lead, enabling faster handoffs and fewer missed follow-ups.

Notable Features

Update CRM owner from board
Flag lead status when managed
Notify sales reps for follow-up