Update project status fields when deal location changes
Update project status fields when deal location changes
Your deal location updates don't flow to project records, leaving managers with outdated site info. The integration keeps project records aligned so teams can schedule accurately the same day.
Overview
When sales updates to deal location don't reach operations, crews get scheduled to the wrong sites and projects slip. This flow routes changed location values into project records, keeping site data current so teams can schedule and allocate resources the same day.