Update deals forecast record when stage becomes confirmed
Update deals forecast record when stage becomes confirmed
Deal stages not updating create forecast gaps and delay client onboarding for recruiters. It adds confirmed deals to forecasts so revenue leads and recruiters see accurate pipeline before weekly reviews.
Overview
Stale deal stages break forecasting and slow candidate handoffs; revenue managers and recruiters need current status to act. Keep deals forecast rows updated within minutes of stage changes so weekly forecasts and client onboarding are accurate ahead of review.