Send dossier in progress emails to clients and update deal
Send dossier in progress emails to clients and update deal
Your diagnostic dossiers move to processing without client notice, leaving billing and follow-up unclear. Notify the client and update the deal record so billing and marketing see the change same day.
Overview
When deals move into processing, your clients get immediate confirmation and your CRM reflects the billing-ready status. That reduces manual handoffs and ensures billing and marketing can act on the update the same day.