Set deal close date and notify deal desk
Set deal close date and notify deal desk
Your approved deals sometimes lack a close date and context, making billing and delivery handoffs stall. Capture the approved deal, set the close date, and notify the deal desk so installment work starts same day.
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Overview
When a deal gets internal approval, your small sales team needs a reliable signal to close and hand off work. This flow updates the CRM close date and alerts the deal desk so billing and engineering can begin installment setup the same day.