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Update deal stage when file status becomes final estimate

Update deal stage when file status becomes final estimate

When a file reaches final estimate, your deal record can stay outdated and teams miss handoff details. This links the estimate to the matching deal so managers have updated pipeline context promptly.

Update deal stage when file status becomes final estimate

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Overview

When field files hit a final estimate, your CRM should immediately reflect that progress instead of waiting for manual updates. This ties final estimating status directly into the deal record so sales and program managers see current pipeline context and act within minutes.

Update deal stage when file status becomes final estimate