Update deal stage when a transmission record is sent
Update deal stage when a transmission record is sent
Your transmitted records aren't updating deal status, causing coordination gaps and billing delays. Update deal stages and clear the record so teams act on accurate info same day.
Overview
When transmitted records sit in your tracker, billing and delivery stall and teams waste time chasing updates. This flow moves transmission status into your CRM and clears the table so project managers and sales act on accurate data the same day.