Update CRM deal sub phase when case phase changes
Update CRM deal sub phase when case phase changes
Case phase updates in the case system don't reach CRM deals, causing stale pipeline context for BD and intake. Keep deal sub-phases aligned so teams act on accurate pipeline signals same day.
Overview
When case phases don't propagate to deals, outreach is mistimed and pipeline reporting becomes unreliable. Keep deal sub-phases current so business development and intake teams see accurate signals and can act on them same day.