BDMs in media: create installment deals on flag change

BDMs in media production lose installment-date alignment when payment flags flip, disrupting billing. Creates child installment deals on flag change so sales and finance share aligned billing records.

BDMs in media: create installment deals on flag change

Overview

Missed or misaligned installment dates create billing confusion and obscure pipeline visibility for media deals. This workflow creates child installment deals when a payment-schedule flag changes, aligning sales and finance records and eliminating manual scheduling gaps so billing and pipeline reporting stay predictable.

Notable Features

  • Create child installment deals automatically
  • Match installment dates to campaigns
  • Notify sales and finance owners

BDMs in media: create installment deals on flag change