Update deal records in shared project tracking table
Update deal records in shared project tracking table
Your CRM deals miss contract dates and owners, creating unclear handoffs. The tracker stays current so project managers can plan work before each sprint cycle.
Overview
When deal details change in the CRM, project teams often lack current dates and owners and scramble during handoffs. This flow keeps your central project tracker up to date so implementation teams have accurate dates and ownership for the next sprint planning cycle.