Update lead status when contract signed on board
Update lead status when contract signed on board
Your project board's contract status changes often don't reach the CRM, causing stalled leads and missed billing steps. This updates lead status and moves signed deals to the billing stage same day.
Overview
When contract columns on your project board change, leads can remain in the wrong CRM stage and block invoicing. This flow keeps CRM lead stages aligned with signed contracts so sales and billing can issue invoices and progress deals the same day.