Update opportunity stage and remove contact from workflow
Update opportunity stage and remove contact from workflow
When a photo confirmation checklist task is checked, opportunities and outreach can fall out of sync and trigger duplicate requests. It updates opportunity stage and removes contacts from outreach so managers have accurate pipeline same day.
Overview
When field teams confirm photo receipt, your pipeline should reflect that immediately so reps don't chase already-supplied assets. This flow moves opportunities to the correct stage and opts contacts out of further image-request outreach, giving account managers accurate context same day.