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Update closed deal, amount, and owner on acceptance

Update closed deal, amount, and owner on acceptance

Your accepted proposals sit outside your CRM and cause pipeline, revenue, and handoff confusion for sales owners. Update deal stage, amount, and owner to keep forecasts accurate the same day.

Update closed deal, amount, and owner on acceptance

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Overview

Signed proposals should immediately move your pipeline forward, not sit waiting for manual updates. This flow finds the matching deal, updates stage and amount, and assigns the owner within minutes of acceptance so forecasting and handoffs happen the same day.

Update closed deal, amount, and owner on acceptance