Update deal status immediately from T&C form submission
Update deal status immediately from T&C form submission
Your deals miss T&C confirmations when form responses aren't linked to records, causing handoff confusion. It marks the deal and alerts owners so handoffs proceed smoothly same day.
Overview
When T&C confirmations don't reach deal records, contract handoffs stall and project teams waste time chasing approvals. This flow tags the deal with consent and alerts owners so account and project teams can proceed the same day.