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Update client plan dates from form submissions to records

Update client plan dates from form submissions to records

Your plan form responses miss review and start dates, leaving coordinators unable to schedule reviews or invoice on time. It updates CRM and client records so coordinators can act same day.

Update client plan dates from form submissions to records

Overview

When plan dates from intake forms aren't recorded, coordinators and billing staff scramble to reschedule and chase invoices. This flow keeps CRM, your client table, and spreadsheets synchronized so coordinators can prepare reviews and invoicing same day.

Update client plan dates from form submissions to records