Move upgrade deals to completed install stage automatically
Move upgrade deals to completed install stage automatically
Your upgrade deals remain stuck in installing, leaving coordinators unsure about completion and billing. Move deals to completed so billing and support get clear handoffs same day.
Overview
When upgrade deals stay in an installing bucket, billing and coordinators lack a clear handoff and work stalls. This flow advances qualifying deals into the completed install stage and records the change so billing and support have the right context same day.