Move case stage updates to active deal stage
Move case stage updates to active deal stage
Case stage changes aren't updating linked deals, leaving reps without current opportunity context. The workflow moves matched deals to active and notifies ops when unmatched, keeping pipeline accurate same day.
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Overview
When case stages change in your legal intake flow, sales and ops often lose deal context and outreach is delayed. This workflow keeps CRM deals aligned to case stages so reps see active opportunities and ops only gets alerted for unmatched records, enabling same-day follow-up.