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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.

Update closed deals and notify teams on acceptance

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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.

Update closed deals and notify teams on acceptance