Update case status when project card reaches go-live list

You lose visibility when go-live cards lack CRM updates, stalling onboarding handoffs and delaying launches. It keeps case status and completion dates aligned so coordinators can hand off same day.

Update case status when project card reaches go-live list

Overview

When board activity and CRM status drift apart, onboarding handoffs stall and launches slip. This flow keeps the customer case updated from board progress so coordinators and delivery managers get accurate status and same-day handoff readiness.

Update case status when project card reaches go-live list