Set event-started flag on deals to trigger handoffs
Set event-started flag on deals to trigger handoffs
You lose momentum when deals lack an event-started flag, leaving coordinators with incomplete handoff context. Keep deal status updated so project managers receive handoff-ready records same day.
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Overview
Deals missing an event-started status derail handoffs and force coordinators into manual checks. This flow fixes deal status proactively so project teams receive handoff-ready records and can schedule kickoffs the same day.