Mark opportunity won and log contract when paid
Mark opportunity won and log contract when paid
Signed paid agreements left untracked mean your reps lack contract context and deals stall. Get deal status updated and contract PDFs attached to the record within minutes.
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Overview
When paid agreements don't reflect in CRM, deal visibility and handoffs break down and onboarding stalls. This flow updates the opportunity to won, attaches the signed PDF to the lead, and alerts your team so deals move from signed to action within minutes.