Update project sheet row when CRM tags change
Update project sheet row when CRM tags change
Your project rows fall out of date when CRM tags change, causing dispatch confusion and missed site prep. Keep the master project sheet current so crews have accurate stage info before dispatch.
Overview
Stale project sheets cost time and cause dispatch mistakes; your ops team needs dependable stage alignment from CRM changes. This flow keeps the master project sheet in sync with CRM tag updates so site coordinators see accurate status within minutes and can dispatch crews before the next run.