Trigger dossier processing and mark deal in progress
Trigger dossier processing and mark deal in progress
Your deals at document-complete often don't trigger handoffs, stalling closings and leaving coordinators without a dossier. It starts processing and updates deal so coordinators get the dossier fast.
Overview
Deals that reach document-complete often require an immediate handoff but manual triggers delay closings. This workflow marks the deal as in progress and fires the dossier pipeline so coordinators receive the dossier and can act within minutes.