Update project task due dates from deal end dates
Update project task due dates from deal end dates
Your CRM deal end dates drift from project tasks, leaving account teams with outdated timelines and missed handoffs. Keep task due dates aligned so coordinators can plan deliverables accurately same day.
Overview
Deal timelines and project timelines must be one source of truth for reliable delivery. This flow keeps task due dates aligned with the latest deal end dates so account managers and project coordinators can plan accurately within minutes of a change.