Mark deal as Closed Won when quote accepted

Accepted quotes don't update CRM deals, leaving reps without signed status or close dates. It marks the deal Closed Won and sets a closing date so fulfillment can start same day.

Mark deal as Closed Won when quote accepted

Overview

Signed quotes that don't flip deals create forecast errors and slow fulfillment. This flow flips the deal to Closed Won and records a closing date automatically, so reps and revenue ops can start billing and delivery same day.

Mark deal as Closed Won when quote accepted