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Update deal stage when contract is sent to client

Update deal stage when contract is sent to client

Your deals miss contract links and stage updates when documents are sent manually. Link the sent contract to the deal and update its stage so reps see agreement status same day.

Update deal stage when contract is sent to client

Overview

Contracts sent without CRM updates create blindspots that slow closes and frustrate reps; this flow makes the agreement visible on the deal as soon as it's sent. IT can deploy a maintainable integration so sales ops and account executives see contract links and updated stages same day.

Update deal stage when contract is sent to client