Business owners: add payment risk info to opportunities
Business owners: add payment risk info to opportunities
Sales reps miss fraud signals when auth and risk aren't on opportunities, risking lost deals. Populate opportunities with auth, risk tier, and card country so reps and ops prioritize valid deals.
Overview
Missing payment authentication and risk details lets risky orders pollute your sales pipeline and wastes reps' time. Enriching Opportunity records with auth status, risk tier, and card country ensures reps and revenue ops validate transactions faster and focus on real deals — response times drop dramatically and manual lookups disappear.
Notable Features
- Populate opportunity auth and risk fields
- Flag high risk opportunities for review
- Notify reps and revenue ops