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Create and manage billing tasks in Close when lead status changes

Create and manage billing tasks in Close when lead status changes

Create tasks in Close when lead status changes to customer, ensuring timely follow-up on billing updates. Manage tasks effectively to enhance billing processes and improve cash flow.

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Overview

Create tasks in Close when lead status changes to customer, ensuring timely follow-up on billing updates. Manage tasks effectively to enhance billing processes and improve cash flow.

Create and manage billing tasks in Close when lead status changes