Update closed deals and notify teams on acceptance
Update closed deals and notify teams on acceptance
Accepted proposals leave lead tracker and database without sales values, delaying invoicing. It updates sheets, database records, and alerts your team so billing proceeds same day.
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Overview
When a customer accepts a proposal, your pipeline and billing must reflect the sale immediately or invoicing and onboarding get delayed. This flow updates trackers and the central database while alerting the right people so billing and customer handoff happen same day.