Keep engineering and sales opportunity statuses accurate on finalization

Engineers miss updating opportunities when request records finalize, causing stalled deals. It marks opportunities completed on finalization so sales reps see accurate pipeline.

Overview

When engineers forget to flag finalized requests, deals stall and pipeline accuracy suffers. This workflow marks opportunities completed as requests finalize, aligning engineering and sales so forecasts stay reliable and missed follow-ups are eliminated.

Notable Features

Mark related opportunities as completed
Check request status before update
Notify sales reps of status change