Update deal stage and log account date

Your new account rows leave deals without a stage or create date, delaying handoffs and onboarding. Get deal stage updates and logged create dates so project managers can start onboarding same day.

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Overview

Manual deal updates and missing creation dates slow project launches and waste PM time. This flow advances deal stages, logs account create dates, and pushes contact numbers into records so project managers get ready-to-action deals within minutes for same-day handoffs.