Update opportunity records when installation checklist completes for orders

Your installation checklist completions don't update CRM opportunities, leaving campaign lists and reporting out of sync. This frees marketing ops to launch post-install campaigns the same day.

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Overview

Installation checklists represent a key campaign trigger, but if they don't flip CRM stages your post-install outreach and reporting lag. This flow keeps Opportunity stages accurate within minutes of checklist completion so marketing ops can run same-day nurture and measurement.