Update CRM deals with final hearing details from cases
Update CRM deals with final hearing details from cases
Your Final Status Conference entries in case management lack CRM context, leaving deals without hearing dates or notes. Add hearing dates and notes to deals so case managers have full context same day.
Overview
When hearing dates and notes don't reach the CRM, reps and case managers lack critical context and outreach becomes disjointed. Push Final Status Conference dates and notes from case management into deals so teams have up-to-date case context the same day.