Mark sales deals as contract signed and accepted
Mark sales deals as contract signed and accepted
Completed contracts outside the CRM leave deals without signed status or acceptance details, delaying billing and renewals. Keep deal records current so account managers and billing act same day.
Overview
Signed contracts that don’t update CRM records stall billing and renewals and leave reps guessing. This flow writes signed and acceptance flags to the deal in minutes so account managers and billing can act same day.