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Update opportunity status when contract is sent to client

Update opportunity status when contract is sent to client

Your sent contract documents don't update opportunity status, leaving bookings untracked and crews unprepared. Keep booking stages accurate so coordinators can confirm logistics same day.

Update opportunity status when contract is sent to client

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Overview

When contracts are sent but opportunity stages stay stale, your crew and vendors scramble and deadlines slip. This flow updates the opportunity status as soon as a contract is sent, so coordinators and sales staff see accurate booking stages and can confirm logistics the same day.

Update opportunity status when contract is sent to client