Update linked tax-year deal when primary deal advances
Update linked tax-year deal when primary deal advances
Your agreement-stage tax deals are often unlinked from their year-specific records, causing duplicates. Link year deals automatically so managers have accurate pipeline within minutes.
Overview
When agreement-stage deals for annual work aren't linked, your reps and managers inherit duplicate tasks and miss renewals. This flow ties the primary deal to its year-specific record and advances the matched deal within minutes, keeping pipeline reporting accurate and handoffs timely.