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Update CRM deal status when clinic appointment completes

Update CRM deal status when clinic appointment completes

Clinic appointments marked completed often don't update deals, leaving billing and outreach out of sync. It updates deal status so billing and schedulers act same day.

Update CRM deal status when clinic appointment completes

Overview

Completed appointments should drive your revenue record, not lag behind it. This workflow updates deal status as visits close so billing and schedulers have the context to invoice and follow up the same day.

Update CRM deal status when clinic appointment completes