Update project status from CRM install scheduled notification
Update project status from CRM install scheduled notification
Your CRM install notices leave the project tracker outdated, causing schedulers to miss crew windows and delay site work. Keep project status current so coordinators can assign crews same day.
Overview
Install milestones posted in your CRM often don't make it into the central project tracker, leaving schedulers working from stale dates and risking crew downtime. This flow pushes milestone labels, phases, and finish dates into your project table so coordinators can assign crews and confirm schedules the same day.