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Update CRM pipeline from in-service client project tasks

Update CRM pipeline from in-service client project tasks

Project tasks moved into active service aren't mirrored in CRM, so handoffs are missed. Keep CRM stages aligned so account managers can act on accurate pipeline stages same day.

Update CRM pipeline from in-service client project tasks

Overview

If project tasks move to active service but the CRM doesn't reflect that, account teams miss critical handoffs and follow-ups. This flow ties project status to CRM stages so account managers see the correct customer stage and can act the same day.

Update CRM pipeline from in-service client project tasks