Send completion email and flag deal record for follow-up

Your deal completion emails can arrive without updating the opportunity, leaving managers unsure. The flow sends the email and flags the opportunity so managers get confirmation same day.

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Overview

If your reps can’t tell whether a completion email was actually sent, follow-ups stall and opportunities cool. This flow sends the email immediately and flags the opportunity so account managers see confirmation the same day, enabling faster close or next-step outreach.