Mark won deal from accepted proposal in CRM
Mark won deal from accepted proposal in CRM
Your accepted proposals aren't in the CRM, causing onboarding delays and missed invoice windows. This updates deal stage to closed won so account managers can start onboarding the same day.
Overview
When a client signs a proposal, your CRM should reflect that immediately so account managers and billing can act without waiting. This flow flips the deal to closed won within minutes, enabling same‑day onboarding and keeping invoicing timelines on track.