Update project schedule records in CRM from database
Update project schedule records in CRM from database
Your project schedule dates diverge when the operations database changes, leaving crews without accurate handoff context. Keep project dates current so managers can coordinate work same day.
Overview
When schedule dates drift in your ops database, crews and inspectors lack the context to act and deadlines stretch. This workflow keeps CRM project dates aligned with your source data so managers and field supervisors can coordinate work same day and avoid rework.