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Update deal status when customer tariff application signs

Update deal status when customer tariff application signs

You lack signed tariff application context on deals, delaying deployment scheduling and technician handoffs. Keep deal agreement status current so deployments proceed on schedule same day.

Update deal status when customer tariff application signs

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Overview

Signed tariff confirmations often arrive by email and require manual CRM updates, which delays deployment handoffs. This flow captures those emails, extracts the customer contact, and updates the deal agreement status automatically. That keeps deployment queues accurate and enables same-day scheduling and clearer technician handoffs.

Update deal status when customer tariff application signs