Update placement records when VA replacement status changes
Update placement records when VA replacement status changes
VA replacement changes on your project board can leave placement records out of sync with CRM. Update CRM placement records automatically so project managers have correct data same day.
Overview
When VA replacement flags on project boards don't make it into the CRM, billing stalls and client handoffs get messy. This flow keeps placement records correct by updating CRM records automatically so project managers and revenue ops have accurate data same day.