Update deal stage to Tenant Enrolled in CRM
Update deal stage to Tenant Enrolled in CRM
Your deals remain in prior stages after tenants sign T&C, causing billing and provisioning delays. It moves deals to the enrolled pipeline stage so billing and operations can act same day.
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Overview
Manual pipeline moves create blind spots between sales and billing, and signed tenants can sit unprocessed while teams chase status. This flow updates deals to the enrolled stage automatically so revenue ops and reps see enrolled accounts and billing can begin same day.