Set agreement sent date on opportunity records with delay
Set agreement sent date on opportunity records with delay
Sent agreements aren't updating opportunity records, leaving reps without a verified sent date for outreach. This logs the sent date so reps and partners see updated deal status within minutes.
Overview
When agreements are sent but not recorded, deal visibility vanishes and follow-ups slip. This flow writes the sent timestamp to the Opportunity so partnership managers and reps see updated deal status within minutes and act decisively.