Update project epic records with customer crop selections
Update project epic records with customer crop selections
Your CRM deal crop selections often never reach the project epic, leaving engineers without correct scope and causing rework. Keep epics aligned with deals so teams act on accurate scope in minutes.
Overview
When CRM crop selections don't reach project epics, engineering loses scope and programs stall. This flow updates the epic with the deal's crop multi-selects and replaces stale values, so program coordinators and engineering see correct scope within minutes.