Move deals to signed stage after document signature
Move deals to signed stage after document signature
Your deals stay in earlier stages after signature, leaving managers and reps without accurate pipeline context. It moves deals to the signed stage so forecasting and handoffs are accurate today.
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Overview
Signed contracts often sit outside the CRM, leaving forecasts and handoffs inaccurate. This flow moves the corresponding deal to your signed stage immediately after signature, giving sales managers and business owners current pipeline visibility the same day.