Update deal stage when KYB submitted to pipeline
Update deal stage when KYB submitted to pipeline
Your onboarding deals miss KYB status updates, leaving account managers without context and delaying approvals. Ensure deal stages show KYB so managers can progress onboarding same day.
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Overview
When KYB submissions aren't reflected in CRM, account handoffs stall and operations waste time chasing status. This flow posts a clear alert and updates the deal stage so reps and ops see KYB-complete deals and can progress onboarding the same day.