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Update deal tracker when signed agreement is completed

Update deal tracker when signed agreement is completed

Your signed agreements often don't update deal status, leaving account managers unsure and delaying onboarding. It updates the deal row and notifies owners so teams can start onboarding same day.

Update deal tracker when signed agreement is completed

Overview

Signed contracts should immediately surface in pipeline reporting so account managers can act without delay. This flow marks the deal as signed and notifies owners, giving revenue ops and sales leaders same-day clarity for onboarding and billing.

Update deal tracker when signed agreement is completed