Update implementation package records after deal closes in CRM
Update implementation package records after deal closes in CRM
Package records stay outdated after deal close, leaving coordinators without session counts or invoice links. Coordinators get full package details to schedule services the same day.
Overview
Closed deals that don't update package records create scramble for coordinators and delay service start. This workflow turns closed deals into ready-to-schedule package records within minutes, so program coordinators can confirm sessions and begin delivery the same day.