Update CRM deal and create project card from signed contract

Signed contracts from your e-sign system aren't reflected in deal records, leaving pipeline stages inaccurate and owners unaware of closed revenue. This flow marks the deal Closed Won, assigns the owner, logs the sale, and creates a project card so ops and billing act same day.

Update CRM deal and create project card from signed contract

Overview

Update CRM deal and create project card from signed contract