Set opportunity stage and status when pairing changes
Set opportunity stage and status when pairing changes
Project pairing updates leave Opportunities with wrong stage and lead-pass flags, so reps misprioritize installs. Keep Opportunity stage and lead-pass current so revenue ops and reps can act same day.
Overview
When a partner pairing decision changes, your pipeline must reflect that instantly so reps don't chase cold opportunities or miss hot installs. This flow updates Opportunity stage and lead-pass flags within minutes so revenue ops and AEs can act same day.