Update deal with sent contract and engagement note
Update deal with sent contract and engagement note
Your sent contract PDFs aren't attached to deals, so reps lack contract context and site details for estimates. The deal gets a contract note and PDF link for same-day follow-up.
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Overview
When contracts are sent outside the CRM, reps lose critical context and site details needed to progress deals and schedule work. This connects the contract PDF and status to the deal and updates stage and address so marketing ops and sales reps can act with full context for same-day follow-up.