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Update deal stage and schedule estimating follow-up task

Update deal stage and schedule estimating follow-up task

Your paid invoices don't move deals, leaving stages stale and estimators without start dates. Update deal stage and create an estimating task so work is scheduled same day.

Update deal stage and schedule estimating follow-up task

Overview

When payments clear, deals often sit untouched and estimators wait for a manual handoff, delaying starts and risking schedule slippage. This flow advances the deal, creates the estimating task, and posts a team notice so work can begin same day.

Update deal stage and schedule estimating follow-up task