Mark estimate activities done when deal reaches stage
Mark estimate activities done when deal reaches stage
Your deal records accumulate undone estimate tasks when stage changes, leaving reps unsure which follow-ups remain. Mark those activities done so reps get a clear activity log before the next outreach.
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Overview
Stale estimate tasks in a deal view distract reps and lead to duplicate outreach. This flow closes those specific undone tasks automatically when a deal advances, giving reps a clean activity log and preventing redundant client contact within minutes.