Mark related event activities done when deal closes
Mark related event activities done when deal closes
Your event activities remain open after a catering sale closes, leaving prep tasks and final billing unclear. This marks those events done so billing and ops reconcile records same day.
Overview
Lingering post-sale event tasks slow down prep and delay invoicing for catering teams. This flow automatically closes related event activities when a deal wins so your catering managers and billing team can reconcile and invoice the same day.