IT: keep CRM deals updated when contracts signed

IT teams struggle to update CRM deal fields after contracts are signed, causing deals to stall and payments to be missed. Keep CRM and spreadsheet records aligned so sales reps see contract and deposit statuses and act quickly.

Overview

When signed contracts don't reach the CRM, deals stall and payment milestones slip. This workflow ensures every signature updates both CRM and spreadsheets so sales reps and revenue ops have consistent contract, termination, and deposit statuses—resulting in faster handoffs and fewer missed follow-ups.

Notable Features

Keep CRM and spreadsheets aligned
Update contract and termination statuses
Notify sales reps on signature