Update tax engagement stage for sent contracts in CRM
Update tax engagement stage for sent contracts in CRM
Your tax engagement deals often stay in the wrong stage after sending contracts, leaving managers without handoff context. It moves deals to contract-sent so managers can follow up same day.
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Overview
When engagement letters go out, deals often remain in the wrong stage and follow-ups get missed. This flow updates the deal to contract-sent as soon as documents are sent, giving account managers clear next steps and enabling same-day outreach.