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Update opportunity record from rental agreement form entry

Update opportunity record from rental agreement form entry

Updated rental agreements leave Opportunity records missing event or billing details. Reps and billing receive complete event and payment info same day.

Update opportunity record from rental agreement form entry

Overview

Signed rental agreements often arrive as updated form entries while Opportunity records stay incomplete, which delays staging and invoicing. This flow writes form answers into the Opportunity, formats event datetimes, and sets the configured stage so reps and billing have the information same day.

Update opportunity record from rental agreement form entry