Create ACA sale record and notify sales channel
Create ACA sale record and notify sales channel
Your ACA enrollment form rows sit in a collection sheet, delaying billing and commission handoffs for each sale. It creates a master sales row and pings your sales channel so follow-ups happen same day.
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Overview
When enrollment rows sit in a holding sheet, billing and commission runs stall and reps lack context. This creates a single master sales record and notifies the sales channel so ops can reconcile and process enrollments the same day.