Update CRM order kickoff date from project board changes
Update CRM order kickoff date from project board changes
Your project board kickoff dates don't reach the CRM, leaving onboarding and billing without schedule context. Keep the CRM order kickoff field current so teams can schedule and bill same day.
Overview
Kickoff dates living only on the project board create blind spots for onboarding and billing. This flow writes board dates into the CRM order record so coordinators and billing teams get schedule context same day and can act without handoffs.