Update customer project status when deposit payment changes
Update customer project status when deposit payment changes
Your intake board's deposit status often doesn't sync to customer project items, leaving agents without payment context for handoffs. Keep project status aligned so CX and ops can act on payments today.
Overview
When deposit payment values change, this flow keeps customer project records aligned so agents and coordinators have payment context without manual updates. That clarity speeds customer responses and scheduling decisions, usually within minutes and ahead of field work.