Update lead record when deal is marked won
Update lead record when deal is marked won
You lack synced lead records when a deal is marked won, delaying billing and onboarding for glazing jobs. The lead record is updated and teams are notified so billing and onboarding proceed same day.
Overview
When deals move to won, your lead records and downstream teams should update automatically to eliminate manual handoffs and billing delays. This flow aligns records and gets billing and onboarding started same day.