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Update sales task status to signed on payment

Update sales task status to signed on payment

Your paid bookings without updated sales task status delay revenue handoffs and make reporting inaccurate. Keep pipeline stages and handoffs aligned the same day.

Update sales task status to signed on payment

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Overview

When a client pays, your pipeline should reflect closed business immediately rather than waiting for manual edits. This flow moves the related sales task to the signed stage and logs payment details so reps and owners see closed revenue within minutes, accelerating handoffs and reporting.

Update sales task status to signed on payment