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Contract Info Sync — Company → Contact Propagation ✎
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⚠ Alerts📊 Details◎ Set goal
ActionsSettingsGoalsChanges
👥 Enroll⚛ TestMore
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🏢 Company enrollment trigger
Enroll companies where Lifecycle Stage = Customer
Company record is the source of truth for contract & lifecycle data
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⌛ 1. Delay untilActions ▾
Contract Status changes
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📋 2. Copy propertyActions ▾
Copy Contract Status → primary contact record
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📋 3. Copy propertyActions ▾
Copy Contract Terms → primary company record
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🔄 4. Propagate to all contactsActions ▾
THE FIX
Copy company lifecycle stage + status to every associated contact
Prevents orphaned SQLs when one contact is disqualified but associates stay stale
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📢 5. Notify teamsActions ▾
Notify Sales, CS, and Finance of status change
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Built by Ethan Touch — company-record lifecycle propagation fix. Sales pipeline showed inflated SQL counts because disqualifying one contact left associated contacts stale. Rebuilt so the company record drives lifecycle/status and auto-propagates to all associated contacts — SQL counts matched reality and reps stopped re-pitching declined companies.