Keep engineering's CRM deals updated with executed agreements

Engineering leaves executed agreements unattached, creating revenue recognition gaps. It adds executed agreement links, close date, and billing status to CRM so finance uses accurate deal records.

Overview

Executed agreements left outside the CRM create revenue recognition risk and extra manual work for engineering and finance. This workflow attaches executed-agreement links, updates close date, and sets billing status on the deal record so revenue and finance act from accurate closed-deal records.

Notable Features

Attach executed agreement links
Update deal close date field
Set billing status for finance