Update deal stage and remove screening row on consent
Update deal stage and remove screening row on consent
Your screening table entries arrive untriaged and leave deals stuck in the wrong stage. It sets the deal stage and removes the screening row so coordinators can resume outreach same day.
Overview
Intake screening rows frequently leave deals mis-staged and block timely outreach; this flow updates the CRM deal stage and clears the processed screening row so coordinators can act immediately. That reduction in manual edits resumes outreach same day and keeps pipeline status reliable.