Reopen stalled deal when offer form is accepted
Reopen stalled deal when offer form is accepted
Your deal notes miss accepted-offer signals, leaving deals closed when delivery must start. The workflow reopens the deal so your project and delivery teams see active pipeline items same day.
Overview
When accepted-offer notes don't reopen deals, project kickoff and billing stall. This flow reopens the deal record immediately on acceptance so project managers and account teams can begin delivery and onboarding the same day.