Update owner lead stage and notify onboarding team
Update owner lead stage and notify onboarding team
Your signed PMAs arrive as webhook events but leads stay in the wrong stage, delaying broker handoffs and onboarding. The workflow updates the lead and alerts coordinators so handoffs occur same day.
Overview
When owners sign PMAs, your pipeline should move without manual work. This flow advances the lead, records the sign event in your onboarding sheet, and alerts coordinators so broker handoffs happen same day.