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Update CRM deal stage when follow-up moves to done

Update CRM deal stage when follow-up moves to done

Your follow-up records marked Done leave deals stuck at the wrong stage, delaying invoicing and project handoff. Update the deal stage and notify billing so invoices run on schedule, same day.

Update CRM deal stage when follow-up moves to done

Overview

When follow‑ups are marked Done, deals often remain open and invoicing stalls. This flow closes the loop by updating deal stages and alerting billing and coordinators so invoices and project closeout happen the same day.

Update CRM deal stage when follow-up moves to done