Update contact status and log deal handoffs for delivery
Update contact status and log deal handoffs for delivery
Deals that change to a sales-ready stage often leave contacts unqualified, confusing account and delivery leads. Update contact qualification and add an audit row so handoffs occur within minutes.
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Overview
When deals hit sales-ready stages, delivery and account teams need clear, actionable signals to begin technical scoping. This flow updates contact qualification and logs each change so handoffs are audit-ready and teams can act within minutes.