Update client tracker when employment status changes in CRM
Update client tracker when employment status changes in CRM
Your client tracker goes stale when contact employment changes in your CRM, risking billing and advice errors. Keep employment status current so advisers and coordinators act on accurate client data same day.
Overview
When employment flags change in your CRM, client records can fall out of sync and billing or advice prep stalls. This flow keeps the client tracker accurate within minutes so advisers and program coordinators can act on reliable client data the same day.