Move deals after installation to client follow-up stage

Your completed installation deals sit in the installer stage and delay client follow-up and rehab onboarding. Move those deals to the follow-up stage so client success can begin outreach same day.

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Overview

When installations are marked complete, deals can languish in the installer stage and patient rehab outreach stalls. This flow advances those deals into a post‑installation follow-up stage so your client success and program coordinators can start outreach the same day, keeping patients on schedule and improving handoff clarity.