Mark post-sale task complete when confirmation email sent

Your post-sale tasks go unclosed when confirmation emails are sent, leaving follow-ups open and records outdated. It closes the matching task and updates your table so the team sees it done same day.

Overview

When your team sends standard 'Upcoming submission' confirmations, tasks should close without chasing spreadsheets; this workflow ties sent confirmations to the matching post-sale record and marks that task complete. Coordinators see updated status same day, cutting manual closing work and reducing follow-up drift.