Update sales task completion when job sales phase changes
Update sales task completion when job sales phase changes
Your job sales phase changes leave task completion out of sync, causing crews to misprioritize work. It keeps task progress accurate so teams act on the right priorities same day.
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Overview
When sales phase updates don't flow to task lists, crews and estimators work from stale priorities and handoffs slow. This workflow maps sales phase to task progress so owners and project managers see accurate status and can act on correct priorities same day.