Create deal record from signed customer agreement with link
Create deal record from signed customer agreement with link
Unlinked agreement rows leave reps without contract context, delay invoices, and stall handoffs. Reps get full contract context and billing is ready same day.
Overview
Signed agreements sitting without associated deal records leave reps blind and billing delayed; this flow turns updated agreement links into actionable deal records automatically. Reps get contract context and billing-ready records within minutes, so operations can close the loop before the next billing run.