Update CRM customer status and advance related deals

Your coaching intake entries aren't flagged as customers, so follow-up lacks client context and duplicates outreach. This updates contact status and advances deals so reps act with context the same day.

Overview

Intake contacts that aren't flagged as clients create friction and wasted outreach for reps. This flow flips intake flags and advances related deals automatically, giving account managers accurate pipeline context and enabling same-day, informed follow-up.