Update company engagement status when a deal's company changes
Update company engagement status when a deal's company changes
Deal primary company changes can leave engagement records out of sync and delay handoffs. You receive updated company status and lapse dates for each client, enabling same-day handoffs.
Overview
When a deal’s company changes, stale company fields create handoff friction and missed timelines for project teams. This flow keeps company engagement and lapse dates current and triggers recalculation so project managers can execute same-day handoffs.