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Update deal close date from follow-up date entry

Update deal close date from follow-up date entry

Your deals' follow-up dates without matching close dates leave forecasts misaligned and reps unprepared. The workflow updates close dates so pipeline reflects current timing within one business day.

Update deal close date from follow-up date entry

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Overview

Inconsistent close dates skew your pipeline and make forecasting unreliable, slowing down AE prioritization. This flow aligns close dates with newly set follow-up dates so forecasts stay accurate and reps see updated priorities within one business day.

Update deal close date from follow-up date entry