Update job deal record when file status changes to closed
Update job deal record when file status changes to closed
Your closed job files leave associated deal records out of sync, delaying invoices and post-service tasks. It updates the deal so billing and program coordinators see closed status same day.
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Overview
When job files flip to Closed, your CRM often trails and billing stalls — that creates revenue lag and extra manual checks. This workflow updates the corresponding deal immediately so billing and program coordinators can start final invoicing and customer follow-up the same day.