Update transaction status when ticket enters review stage
Update transaction status when ticket enters review stage
Your contract records fall out of sync when ticket stages change, confusing legal coordinators. It marks the related transaction as draft sent so coordinators see the right status ahead of review.
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Overview
When ticket stages move inside your legal pipeline, related contract records must keep pace to avoid review bottlenecks. This workflow instantly aligns transaction status with ticket stage so legal coordinators see accurate draft status ahead of review and act faster.