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Update the won deal after proposal is signed

Update the won deal after proposal is signed

Your signed proposals arrive without CRM linkage, causing untracked revenue and manual searches to reconcile deals. Get deal stage, value, and verification tasks updated automatically same day.

Update the won deal after proposal is signed

Overview

When signed proposals don't link to CRM deals, pipeline accuracy and revenue reporting suffer. This flow links signatures to deals, marks them won, and creates a verification task so sales managers see corrected pipeline records within minutes of signature.

Update the won deal after proposal is signed