Update deal record with scoping checklist for reps

Deals enter scoping without standardized clearance details, leaving reps scrambling for scope and logistics. The checklist is added so coordinators can prepare scopes and quotes same day.

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Overview

When deals hit scoping without a standard checklist, reps and coordinators waste time chasing clearance and logistics. This flow injects consistent scoping questions into the deal record on stage change, so teams can produce accurate quotes and schedule tests same day.