Update onboarding phase in customer record from task changes
Update onboarding phase in customer record from task changes
Your onboarding tasks change phase without updating customer records, leaving reps without context. The workflow keeps the onboarding phase in customer records so coordinators can act same day.
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Overview
When onboarding phase lives only in project tasks, coordinators and CSMs lose a single source of truth and handoffs stall. This flow pushes task phase changes into the customer record so teams act on current status and reduce missed follow-ups within minutes.