Update onboarding and account records from completed tasks
Update onboarding and account records from completed tasks
When project tasks finish without CRM updates, your onboarding and account records fall out of sync, delaying enablement. Automated CRM updates keep records current same day.
Overview
When onboarding milestones aren't reflected in the CRM, handoffs slip and customers wait. This flow writes milestone flags, dates, and PM references into onboarding and account records so your CS operations team can complete handoffs same day and keep reporting accurate.