Update deal IA status from labeled PTO emails
Update deal IA status from labeled PTO emails
Your PTO emails aren't linked to deal records, so deployment and program managers lack clear agreement status for scheduling. Set the IA status on the deal for same-day visibility.
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Overview
When deployment flags an email as PTO, this flow automatically sets the deal's agreement status so sales and delivery teams don't work from stale information. That gives program managers and reps same-day visibility into IA state and avoids coordination and billing delays.