Update deal stage when contract is sent to reflect delivery
Update deal stage when contract is sent to reflect delivery
You send client contracts but deals stay in earlier stages, delaying follow-up for bookings. This moves deals to the contract-sent stage so your team sees updated pipeline status within minutes.
Overview
Sending contracts often leaves deals stuck in outdated stages, which delays post-send outreach and slows bookings. This flow advances deals to a contract-sent stage within minutes, giving sales leadership and operations immediate pipeline clarity and faster handoffs.