Update intake status to central operations table today
Update intake status to central operations table today
Your CRM intake status updates aren't in operations records, delaying onboarding and scheduling. This pushes updated status into the central table so coordinators can act same day.
Overview
When intake status drifts between your CRM and operations table, onboarding stalls and coordinators chase updates. This flow keeps contract state aligned so coordinators see changes the same day and begin scheduling without manual checks.