Add deal deposit records to shared payments ledger

Your CRM deposit records are scattered, causing manual lookups and billing delays. Add each deposit to a shared payments sheet and notify finance so reconciliations complete same day.

Overview

When deposit receipts land in your CRM, billing loses time to manual lookups and reconciliation. This workflow logs each deposit into a shared payments sheet and notifies finance so reconciliations finish same day, improving handoffs before the next accounting run.