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Update program records in CRM from application updates

Update program records in CRM from application updates

Your application updates aren't mirrored to program records, causing reviewer delays and missed payments. Keep records current so coordinators act before reporting.

Update program records in CRM from application updates

Overview

When intake updates don't reach your program tracker, coordinators spend time reconciling differences and payments slip. This flow keeps the program record authoritative so reviewers and billing staff see updated status and payment dates within minutes, ahead of reporting cycles.

Update program records in CRM from application updates