Add paid transactions to closer and CSM dashboards
Add paid transactions to closer and CSM dashboards
Your payment events and receipt emails aren't logged to dashboards, leaving closers and CSMs without payment context. It writes or updates dashboard rows so teams see payments same day.
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Overview
When payments aren't reflected in closer and CSM dashboards, revenue handoffs stall and outreach is delayed. This flow records qualifying payments into dashboard rows within minutes so closers and client success managers begin follow-up the same day.