Update deal stage and notify owners from channel mention
Update deal stage and notify owners from channel mention
Your delivery updates in team chat don't update CRM deal records, leaving account managers without current stage. It keeps deal stages current and notifies owners so follow-up happens same day.
Overview
When delivery confirmations appear in team chat they must immediately reflect in your CRM to avoid follow-up gaps. This flow updates deal stage and pings owners within minutes so account managers can take action the same day.