Keep restaurant deals moving when contracts are viewed

Restaurant owners let contract reviews slip when documents go untracked, risking lost bookings and catering revenue. Move deals to contract-reviewed and log activity so owners can prioritize follow-up.

Overview

Missed contract views cost restaurants catering bookings and recurring revenue. This workflow moves deals to a contract-reviewed stage and records document activity so owners always know which prospects need follow-up. With deal activity visible in the CRM, owners can prioritize outreach and protect booking opportunities.

Notable Features

Update deal stage automatically
Log document activity on deal
Alert owner when document viewed