Create closed-won opportunity and add payer to CRM
Create closed-won opportunity and add payer to CRM
Marketplace payment notifications arrive without CRM context, leaving deals untracked. Add the payer, log a closed-won opportunity, and update your finance tracker same day.
Overview
When marketplace payments hit your ledger, Sales Ops needs every dollar tied to a CRM record to keep reporting and outreach accurate. This flow creates or updates the lead, marks an opportunity as won, and logs the payment so pipeline and finance align the same day.