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Update contact stage from transaction form to CRM

Update contact stage from transaction form to CRM

When transaction intake forms arrive, agents lack current pipeline context and handoffs stall. Keep contact stages current so agents and coordinators act on the right status same day.

Update contact stage from transaction form to CRM

Overview

Intake forms often arrive without pipeline context, causing agents to work from stale data and slowing deal velocity. This flow keeps contact stages current and broadcasts wins so reps and coordinators act on accurate pipeline status the same day.

Update contact stage from transaction form to CRM