Update support organization records from CRM date fields
Update support organization records from CRM date fields
Your CRM migration dates don't appear in support profiles, leaving agents without scheduling context. Keep organization profiles updated so agents can prepare before migrations.
Overview
When move-in dates don't land in support, agents lack scheduling context and onboarding can stall. This flow writes CRM-submitted dates into organization profiles within minutes so agents and onboarding coordinators can prioritize migrations ahead of scheduled dates.