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.

Update deal status immediately from T&C form submission

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.

Update deal status immediately from T&C form submission