Update pipeline stage when opportunity is marked won
Update pipeline stage when opportunity is marked won
Your won opportunities can keep an incorrect pipeline step, which misfires campaign triggers and skews reporting. Fix those steps automatically so marketing ops has accurate funnel data before reports.
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Overview
When reps mark opportunities as won but the pipeline step lags, campaigns misfire and reports become unreliable. This flow sets the pipeline step to Won and logs the change so marketing ops has accurate funnel data within minutes, preserving campaign timing and report accuracy.