Update deals to set closer equal to setter

Your closed deals sometimes miss the recorded closer and closing date, causing handoff confusion and reporting gaps. Set owner and closing date automatically so records are accurate before handoff.

Update deals to set closer equal to setter

Overview

Closed deals recorded without a closer create handoff friction and stale reporting for revenue ops and CS. This flow fixes deal ownership and closing dates automatically, so handoffs stay reliable and reports are accurate within minutes.

Update deals to set closer equal to setter