Update project status on scheduled start dates in CRM
Update project status on scheduled start dates in CRM
You have approved projects with start dates still showing as approved, so teams miss handoffs and prep. This updates records to active so teams see the change before the weekly planning cycle.
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Overview
If approved projects stay labeled as pre-start, delivery teams miss handoffs and weekly plans become unreliable. This flow flips project records to active on their scheduled start date so program managers and delivery teams see accurate pipeline state ahead of planning.