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Update company status and closed-won counts after deals

Update company status and closed-won counts after deals

Your deal-linked company records fall out of sync after deal changes, delaying project handoffs. Keep company status and closed-won totals accurate so project managers can onboard same day.

Update company status and closed-won counts after deals

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Overview

Manual fixes to company records often stall project handoffs; this Sub-Zap adjusts closed-won counts and promotes company status when deals change, so project managers inherit accurate records. That means onboarding and kickoff can proceed same day without reconciliation delays.

Update company status and closed-won counts after deals