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Create deal note and DM assessor for payments

Create deal note and DM assessor for payments

Your contract tracker often omits deal context, leaving account managers without settlement details. It adds the note to the deal and alerts the assessor so billing proceeds same day.

Create deal note and DM assessor for payments

Overview

Disconnected payment notes force account managers and billing staff to hunt for context, delaying settlements and client communication. This flow attaches loop notes directly to the deal and pings the assessor so stakeholders have the context they need to act and settle same day.

Create deal note and DM assessor for payments