Set won status for closed IT help deals
Set won status for closed IT help deals
Your IT help deals hit the closed stage without final status, causing pipeline reports and handoffs to break. Marking them won restores accurate metrics and removes manual close work within minutes.
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Overview
When IT-related deals land in a closed stage but retain an open status, pipeline health and reporting degrade. This flow marks those deals won after a short delay, giving sales ops and IT admins reliable pipeline metrics and removing repetitive close tasks within minutes.