Update deal record when client completes proof document
Update deal record when client completes proof document
Your completed proofs aren't linked to deals, leaving orders without status and delaying production. It updates the deal so coordinators can act same day.
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Overview
When a client signs off or requests changes on a proof, your CRM should reflect that immediately instead of relying on manual updates. This connects proof responses to the deal so your small branding shop can schedule revisions and start print runs the same day.