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Create pending pipeline deals from updated bid statuses

Create pending pipeline deals from updated bid statuses

Pending bids often lack pipeline records, leaving jobs unassigned and outreach delayed. Capture and assign each pending bid to a pipeline opportunity so reps can follow up same day.

Create pending pipeline deals from updated bid statuses

Overview

When bids flip to Pending, work often stalls and owners are unclear. This flow creates an opportunity, assigns an owner, and surfaces the job in the pipeline so reps can begin outreach same day.

Create pending pipeline deals from updated bid statuses