Move delivered project card to review for coordinators
Move delivered project card to review for coordinators
Your project cards stay in development when delivery notes are missed, delaying client sign-off and billing. This moves the card to review so coordinators can approve same day.
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Overview
When a CRM note confirms final deliverables, this flow updates your project board so coordinators see review-ready work immediately. That eliminates manual handoffs and lets reviewers approve items same day, speeding invoicing and closure.