Update opportunity tracking rows when contract is sent
Update opportunity tracking rows when contract is sent
Opportunity tracking rows go stale when contracts are sent, causing handoff gaps. Keep rows updated so project managers can hand off and schedule same day.
Overview
Out-of-date opportunity sheets stall handoffs and force manual searches; this flow updates tracking rows as soon as a contract is sent so project managers and account coordinators have accurate deal and appointment context. That eliminates manual lookups and enables same-day handoffs and scheduling.