Update contract records after CRM deal stage change
Update contract records after CRM deal stage change
When contract rows lose CRM context, your project leads can't confirm consultant ownership or service stage. Keep contract records enriched so coordinators have accurate assignment and service type ahead of billing runs.
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Overview
Contracts that arrive without CRM-linked consultant assignments create manual triage and slow delivery handoffs. This flow enriches contract rows with deal data and flags missing mappings so project coordinators can act and billing stays on schedule same day.