Update sold deal status and notify closer team
Update sold deal status and notify closer team
Your signed deal records sit unresolved after contracts, leaving closers unsure which cars require delivery. This marks the deal done and texts assigned closers so handoffs finish same day.
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Overview
When signed contracts aren’t processed, inventory and customer follow-up stall and closers waste time confirming sales. This flow marks the deal complete and texts the assigned closer so your sales and ops teams complete handoffs same day.