Update related opportunities and projects when contact changes
Update related opportunities and projects when contact changes
Contact updates aren't pushing to linked opportunities or projects, creating mismatched advisor info and billing errors. Keep associated records aligned so billing and client managers invoice correctly.
Overview
When contact edits don't flow to opportunities or projects, billing and client managers waste time fixing records and invoices. This flow automatically pushes advisor name and email into all linked records, reducing invoice corrections and keeping billing ready before the next run.