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Update lead stage and assign closing tasks to team

Update lead stage and assign closing tasks to team

Your pending form submissions lack stage and task assignments, slowing closing prep. It updates the CRM and creates closing tasks so coordinators can act same day.

Update lead stage and assign closing tasks to team

Overview

Pending contract forms that arrive unprocessed create manual work and risk missed closing steps. This flow updates the lead stage, tags the contact, creates a closing task, and posts a summary to your ops channel so transaction coordinators and agents can act same day.

Update lead stage and assign closing tasks to team