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Update deal stage and email document request to client

Update deal stage and email document request to client

Your form responses aren't linked to deals, causing missed follow-ups and manual stage changes. It advances the deal and emails a documents checklist so clients receive materials within seven days.

Update deal stage and email document request to client

Overview

When a client finishes the intake survey, this flow advances the deal, logs the submission, and sends a documents checklist email automatically. That eliminates manual stage updates and ensures clients receive document requests within seven days so deal owners can start work faster.

Update deal stage and email document request to client