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Update deal stage when deposit is confirmed in channel

Update deal stage when deposit is confirmed in channel

Your deals miss deposit status when confirmations land in channel, blocking timely appointment scheduling. Ensure deposit confirmations mark deals ready for booking same day.

Update deal stage when deposit is confirmed in channel

Workflow preview:

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Overview

Deposit confirmations living in chat create blind spots for reps and delay appointment scheduling. This flow converts those messages into updated CRM deals, so sales managers and coordinators see appointment-ready prospects immediately and can enable same-day booking.

Update deal stage when deposit is confirmed in channel