Business owners: Move deals to paid when payment received
Business owners: Move deals to paid when payment received
Business owners miss paid deals when payment flags are overlooked, causing stalled handoffs and missed fulfillment. Moves deals to the paid pipeline so sales and operations start fulfillment promptly.
Overview
Business owners risk stalled fulfillment and revenue recognition gaps when paid deals aren't advanced properly. This workflow advances paid deals into the paid pipeline and notifies sales and operations, delivering accurate stages, faster handoffs, and zero missed fulfillment handoffs.
Notable Features
- Advance deals on payment change
- Notify sales and ops instantly
- Prevent stalled fulfillment handoffs