Create and link company record from sales deal
Create and link company record from sales deal
Your deals lack linked accounting companies, stalling invoices and confusing billing. Linking or creating companies from deals keeps records invoice-ready before the next billing run.
Overview
When deals enter your sales pipeline without an accounting link, invoicing stalls and reconciliation becomes manual. This flow finds or creates the customer company in accounting and writes that reference back into the CRM, so billing staff can issue invoices same day and close the loop before the next billing run.