Mark CRM activities complete from finished service tasks
Mark CRM activities complete from finished service tasks
When your service tasks include CRM references, activity records go out of sync and crews lose outreach context. The matching CRM activity is marked done so teams see updated status within the hour.
Overview
Stop CRM status drift when field crews complete work. This marks matching CRM activities done automatically so service coordinators and campaign managers see accurate activity timelines and follow-up context within the hour.