Move deal stage and adjust related task due dates

Completed project tasks don't update deals, leaving relationship managers without pipeline context. You get updated deal stages and rescheduled tasks for timely client follow-up the same day.

Overview

When project work completes, your deals and operations tasks should move in lockstep so relationship managers can act with confidence. This flow moves deals to the correct stage and reschedules downstream tasks, enabling client follow-up the same day.