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Update deal stage and message assigned team members

Update deal stage and message assigned team members

Your triage deal records often lack booking status, causing missed outreach and scheduling gaps. It updates deal status and alerts coordinators so action happens same day.

Update deal stage and message assigned team members

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Overview

Unflagged triage deals cause follow-up delays and inconsistent handoffs; this flow writes a booking flag and pings the right people so coordinators immediately know what to act on. The result is clear ownership and same-day responses to incoming triage leads.

Update deal stage and message assigned team members