Move deal to the post-signature stage when signed
Move deal to the post-signature stage when signed
Your signed agreements aren't reflected in deal records, delaying onboarding and campaign triggers. It advances the matching deal to the post-signature stage so teams can act same day.
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Overview
Signed contracts should move deals forward immediately instead of waiting for manual updates. This flow updates the deal to the post-signature stage as soon as a signature completes, so revenue and campaign teams can begin onboarding and nurture same day.