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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.

Update deal stage to Tenant Enrolled in CRM

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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.

Update deal stage to Tenant Enrolled in CRM