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.
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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.