Update deal coring window from task dates in CRM
Update deal coring window from task dates in CRM
Your coring window dates live in project tasks, not deals, causing scheduling confusion and missed sampling slots. Keep deals current so field teams coordinate bookings same day.
Overview
When coring dates sit in project tasks instead of the CRM, reps and field crews lack the timely scheduling context to book samples. This flow writes task dates into the deal record so BD reps and program coordinators get current sampling windows within minutes and can confirm bookings same day.