Update CRM asset stages when project status changes
Update CRM asset stages when project status changes
Your onboarding status updates don't reach the CRM, leaving reps blind to customer stage and delaying billing. This keeps asset stages accurate so handoffs and billing happen on time.
Overview
When onboarding statuses aren't mirrored in CRM, handoffs slow and billing slips. This workflow ensures asset stages reflect live project progress so implementation managers can hand off accurately and billing triggers within minutes of a status change.