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Update deal status when client form is submitted

Update deal status when client form is submitted

You miss onboarding steps when mandate forms aren't linked to deals, causing manual work and follow-up delays. Keep deal records current so project managers can start onboarding same day.

Update deal status when client form is submitted

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Overview

When form responses aren't tied to deals, project managers waste time chasing context and onboarding stalls. This flow finds the contact's deals, validates pipeline and year, and flags qualifying deals so your team can begin onboarding same day.

Update deal status when client form is submitted