Update placement start dates from project board changes
Update placement start dates from project board changes
Start date changes on your board can leave CRM placement records out of sync, delaying billing and onboarding. Keep placement start dates updated so coordinators have accurate timelines same day.
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Overview
Start date mismatches between your project board and CRM create billing and onboarding delays. This flow pushes board start-date changes into the placement records so coordinators and billing staff see accurate timelines the same day.