Update deal stage and link after agreement sent
Update deal stage and link after agreement sent
Your sent agreements aren't linked to deal records, so booking details and retainer dates stay out of sync for coordinators. This links the agreement to the deal for same-day confirmations.
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Overview
Missed contract updates slow down confirmations and can create scheduling friction for small event teams. This flow records sent agreements back into your deals so booking coordinators see contract links, retainer dates, and values within minutes for same-day confirmations.