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Update opportunity to closed won from completed flow

Update opportunity to closed won from completed flow

Your opportunity records go out of date when onboarding steps finish without updates, delaying handoffs. It keeps Opportunity stage current so sales and operations see closed deals the same day.

Update opportunity to closed won from completed flow

Overview

Stale opportunity stages break visibility between sales and delivery and slow revenue handoffs. This flow flips the Opportunity to Closed Won as soon as your onboarding step completes, giving leaders and coordinators same-day pipeline accuracy and faster project starts.

Update opportunity to closed won from completed flow