Update opportunity stage when file request starts for teams
Update opportunity stage when file request starts for teams
Your opportunities fall behind when client file requests start, leaving coordinators without handoff context. The workflow updates the stage so coordinators see document-collection status same day.
Overview
Manual stage updates create handoff gaps between sales and operations; this flow flips the opportunity into document-collection the moment a client file request begins so project coordinators get the status they need. That provides same-day visibility and reduces onboarding back-and-forth before installation.