Update deal records when proposals are accepted by clients
Update deal records when proposals are accepted by clients
Your accepted proposals don't update CRM deals, causing invoicing and forecasting gaps for your accounting practice. Deals update so billing and reports match same day.
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Overview
Accepted proposals must flow into your CRM immediately or billing and forecasts fall out of sync. This flow updates deals with stage and amount so your billing staff and owners can invoice and close books the same day.