Update deal stage when job checklist completes for review
Update deal stage when job checklist completes for review
Field installation checklists aren't reflected on opportunities, leaving sales and billing without review context. Update deal stages automatically so opportunities show review-ready status the same day.
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Overview
When field crews finish installation checklists, your pipeline must reflect that progress for timely invoicing and QA. This workflow updates opportunity stages automatically so sales and billing see review-ready deals within minutes, accelerating final invoicing the same day.