Update deal onboarding stage when task moves to development

Your project onboarding tasks lose deal context when task moves aren't mirrored, delaying rep outreach. Keep deal stages current so onboarding managers and reps act with correct status the same day.

Overview

When project work and CRM get out of sync, deals stall and reps miss timely outreach, creating friction during handoffs. This flow mirrors task moves into the deal record and notifies owners so sales and onboarding teams act with correct status within minutes, reducing integration support work for IT and improving handoff velocity.