Update deal with signed agreement dates and notify owner
Update deal with signed agreement dates and notify owner
Signed agreement submissions that don't update deal records leave reps without contract timing and miss scheduling windows. It writes signed and expiration dates to deals so reps have context same day.
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Overview
Signed agreement dates trapped in forms create blind spots in the pipeline and force reps to chase contract timing. This flow writes signed and expiration dates to the deal and notifies owners so reps can act the same day and preserve pipeline momentum.