Update deal record when credit status changes for offers

Your credit application updates live in your sales system but aren't mirrored to the transaction table, leaving offers without financing context and slowing approvals. It enables same-day follow-up.

Overview

When credit statuses live only in your sales tool, approvals and billing stall and reps waste time chasing context. This flow writes the updated financing status into your transaction table so sales managers and billing staff have actionable context and can follow up same day.