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Update deal stage when a field job starts

Update deal stage when a field job starts

Jobs starting don't update deals, so pipeline timing and campaign lists become inaccurate. Move deals to estimate-accepted so reps and campaign teams see accurate pipeline within minutes.

Update deal stage when a field job starts

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Overview

Field work should drive your pipeline, not manual updates. This flow moves qualifying deals to the estimate-accepted stage as jobs begin, so campaign managers and reps see corrected pipeline and can act within minutes. It reduces manual cleanup and speeds campaign targeting.

Update deal stage when a field job starts