Update deposit date from close date on deals
Update deposit date from close date on deals
When expected close dates change, deposit scheduling for sauna orders can fall out of sync and delay installations. It sets a tentative deposit date and notifies ops so schedules align same day.
Overview
Close-date changes often ripple into deposit scheduling and installation prep, creating preventable delays for sauna deliveries. This flow standardizes a tentative deposit date and publishes a same-day Slack alert so sales and operations can act immediately and keep installations on schedule.