Update contract tracker from new intake tasks for records
Update contract tracker from new intake tasks for records
Your intake tasks often miss intake status, forcing coordinators to chase details and delaying contract processing. That keeps contract records up to date and ready before the next billing run.
Overview
Intake selections buried in task details force operations to reconcile contract status manually. This flow writes task intake values into your contract tracker so coordinators see readiness within minutes and avoid last-minute processing delays before billing.