Business owners keep opportunities accurate after customer payment
Business owners keep opportunities accurate after customer payment
Business owners see fulfillment and billing fail when payments aren't recorded, risking missed shipments. Mark opportunities as signed when payments post so finance and ops can begin fulfillment.
Overview
When payments don't show up in your CRM, fulfillment and billing stall and customers notice. This workflow flips paid deals to signed and alerts finance and ops so fulfillment and invoicing start without manual handoffs, removing missed shipments and billing mismatches.
Notable Features
- Update opportunity status to signed
- Notify finance and operations
- Attach payment receipt to opportunity