Update project workspace when record enters contract phase
Update project workspace when record enters contract phase
Your CRM project records drop workspace context when the contract phase changes, delaying permits and install prep. Update workspace fields so coordinators get project context same day.
Overview
When CRM contract changes don't reach your project workspace, permit and scheduling work stalls and coordinators work from incomplete data. This flow keeps workspace fields synchronized so coordinators have accurate project context and can act same day.