Update deal milestone timestamps on stage change events
Update deal milestone timestamps on stage change events
When deals change without milestone dates, your transaction coordinators lose timeline visibility. Milestone dates are recorded on the deal so teams see updated timelines same day.
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Overview
Deal stage changes often occur without recorded milestone dates, leaving brokers and coordinators scrambling for accurate timelines. This workflow stamps milestone dates onto the deal record automatically so your team has current timelines for client briefings and same-day updates.