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Update contact and deal when testimonial task completes

Update contact and deal when testimonial task completes

Your completed testimonial tasks leave contact records and deals stale, causing handoff delays for reps and account owners. It updates contact notes and advances deals so follow-up happens same day.

Update contact and deal when testimonial task completes

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Overview

When testimonial tasks are completed, this flow removes manual status updates by writing the acceptance date to the customer record and advancing the related deal. That means account managers and sales reps see the right status and can act on it same day, reducing handoff lag.

Update contact and deal when testimonial task completes