Update CRM deal with proposal coordinator from task

Your proposal tasks often miss owner info, triggering misrouted follow-up and delayed client outreach. It updates CRM deals with the correct proposal coordinator for same-day follow-up.

Overview

When proposal ownership lives in project tasks but not in CRM, outreach gets stalled and reps spend time chasing owners. This workflow keeps CRM deal records aligned with the assigned proposal coordinator so sales and campaign managers see accurate ownership and enable same-day client follow-up.