Update deal stage when linked estimate status changes
Update deal stage when linked estimate status changes
Your deals lose pipeline accuracy when accounting estimates change but CRM stages don't. You get accurate pipeline visibility so reps can act the same day.
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Overview
Stale deal stages from accounting changes cost you time and momentum; this flow keeps your pipeline truthful and actionable. With stages updating within minutes of estimate changes, reps and owners can prioritize closes or recovery the same day.