Update project tracker with deal next review date
Update project tracker with deal next review date
Your deals' next review dates diverge between CRM and tracker, causing missed scheduling and handoffs. Keep the tracker current so account managers and ops have accurate review dates same day.
Overview
When review dates change in the CRM, your trackers must reflect that immediately or reps miss scheduled outreach. This flow converts the CRM timestamp and writes the readable date into the shared tracker within minutes, so account managers and sales ops see current review windows same day.