Update CRM deal to closed-won from project record

Your project records show installation dates but linked deals stay open, creating forecasting errors and unclear handoffs. This keeps sales stages accurate and enables same-day account handoff.

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Overview

When installation dates land in your project board, deals can linger in the wrong stage and distort forecasts. This flow moves the linked deal to closed-won and writes the installation date so sales and account teams see accurate pipeline data the same day.