Move opportunity to Contract stage when document sent
Move opportunity to Contract stage when document sent
Your sent contract documents often don't update opportunity stages, leaving your pipeline inaccurate and reps guessing deal status. This moves the opportunity to Contract so forecasts update same day.
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Overview
Stop manual stage edits and forecasting gaps by automatically advancing deals when contracts are sent; this gives revenue ops and reps a single source of truth for deal status. The workflow updates opportunities within minutes of document dispatch so forecasts and handoffs happen same day.