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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.

Set agreement sent date on opportunity records with delay

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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.

Set agreement sent date on opportunity records with delay