Update deal UAT hold stop date in CRM
Update deal UAT hold stop date in CRM
Your deals miss updated UAT hold stop dates from the project board, creating missed handoffs. Keep deal timelines current so implementation managers can act same day.
Overview
When UAT dates on the project board change, deals in the CRM can lag and cause missed handoffs. This flow keeps CRM deal dates aligned with the board so implementation managers and salesops have current timelines the same day.