Sync opportunity milestone when board percent value updates
Sync opportunity milestone when board percent value updates
Your opportunity records fall out of sync when board percent or milestone values change without CRM updates. It keeps milestones and percent aligned so account execs see accurate deal progress.
Overview
When project board changes don't land in the CRM, forecasting and client prep suffer. This flow keeps opportunity milestones and percent fields synchronized so account executives and sales ops see accurate deal status within minutes, ahead of weekly pipeline reviews.