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Update deal stage and create agreement task for deals

Your completed deal tasks don't trigger stage moves or agreement work, so contract preparation stalls. Create the Agreement stage and a prep task so deal owners can start contracts same day.

Update deal stage and create agreement task for deals

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Overview

If completed task updates aren't launching contract work, deals stall and handoffs break down. This flow advances the deal to Agreement, creates the preparatory task, copies the contract template, and drops a draft for the owner so contracts can begin the same day.

Update deal stage and create agreement task for deals