Update proposal task with CRM details for coordinators

Your CRM proposal updates often leave coordinators without current scope, dates, or budget for planning and billing. Get up-to-date proposal task details for coordinators and billing staff the same day.

Overview

If proposal changes in CRM don't surface in your project board, coordinators waste hours reconciling scope and billing details. This flow keeps the proposal task and reporting sheet aligned with CRM updates so coordinators and billing staff have current context and can act the same day.