Update deal stage and notify billing when contract signed
Update deal stage and notify billing when contract signed
Your signed contracts aren't linked to deals, leaving account managers and billing without onboarding start dates. Advance deals and record completion so teams can start onboarding same day.
Overview
Signed contracts often sit disconnected from the deal record and stall billing and onboarding. This flow advances the deal to implementation, records the signature timestamp, and alerts billing so account managers can start onboarding same day.