Update deal stage when onboarding completion is recorded
Update deal stage when onboarding completion is recorded
Your onboarding dates don't update deal stages, leaving reps without final-stage context. Coordinators gain clear deal visibility and reports update the same day.
Overview
Deals often stay in earlier stages when onboarding completion lives only in your database, which delays follow-up and reporting. This flow advances the deal to the onboarding-complete stage and surfaces it to coordinators and reports the same day, so handoffs happen without manual chasing.