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Update deal status and assign underwriting follow-up task

Update deal status and assign underwriting follow-up task

Your final underwriting events leave deal stages and owners out of date, causing funding delays and missed handoffs. Keep deals updated and assign a clear follow-up task so reps can act same day.

Update deal status and assign underwriting follow-up task

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Overview

Underwriting notes often leave deal records stale and owners guessing; this flow updates lead and opportunity fields and creates a clear follow-up task so reps know what to do. Deploying it turns buried underwriting events into same-day, actionable next steps and reduces funding handoffs.

Update deal status and assign underwriting follow-up task