Update opportunity to contract signed and log for reporting
Update opportunity to contract signed and log for reporting
Your signed-contract activities in the CRM don't update opportunity records or KPI sheets, causing handoff delays. You set the opportunity to Contract Signed, log a sheet row, and notify ops same day.
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Overview
Signed contracts are the moment revenue and operations must align; missed status updates cause billing delays and poor client handoffs. This flow marks the opportunity as Contract Signed, logs the contract row for reporting, and alerts ops so handoff occurs same day.