Update grant record with evaluated project goals in CRM
Update grant record with evaluated project goals in CRM
Your grant records go out of sync when evaluated project goals change in your database, leaving coordinators unprepared. Keep CRM funding records current so coordinators see evaluated goals same day.
Overview
If evaluated goals live only in your database, your grants team lacks a single source of truth for outreach and reporting. This flow pushes evaluated goals into the CRM so program coordinators and grants officers see current funding context the same day and can act before review meetings.