Business owners capture payments and mark deals won
Business owners capture payments and mark deals won
Business owners see paid customers still listed as open opportunities, causing deals to stall. The workflow ensures paid deals are marked WON, so sales reps follow up on accurate pipeline.
Overview
Paid customers left as open opportunities cause deals to stall and distort forecasts. This workflow updates contact records and marks deals WON when payments clear, eliminating manual close steps and ensuring zero missed follow-ups.
Notable Features
- Create or update contact records
- Set opportunity status to WON
- Notify reps of paid deals