Update contact date when deal reaches configured stage
Update contact date when deal reaches configured stage
Contacts lack an application date when deals change stage, delaying onboarding and invoicing. Add the date to contact records so managers can start onboarding and billing same day.
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Overview
Deals that hit your acceptance stage should set a clear onboarding clock on the contact record so managers can act immediately. This flow writes a formatted application date back to the person within minutes, removing guesswork and enabling same‑day onboarding and invoice prep.