Update deal stage when SoA sent to implementation

Your SoA pack ticket updates leave linked deals incomplete and stall implementation handoffs. Keep deal stages and fees updated so operations and billing can proceed same day.

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Overview

SoA pack status changes often leave deals out of sync, creating handoff and billing friction for project coordinators and brokers. This workflow keeps deal stages and financial fields current so operations and billing can act the same day and avoid implementation slowdowns.