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Create deal records from new invoice rows for visibility

Create deal records from new invoice rows for visibility

Your invoice rows sit outside CRM, leaving sales and billing without deal visibility after closed jobs. Capture deals and link contacts so teams can report and follow up same day.

Create deal records from new invoice rows for visibility

Overview

When invoices don't surface as CRM deals, revenue visibility and follow-up slip between sales and billing. This workflow converts new invoice rows into deal records and links contacts, giving your sales managers and billing staff same-day visibility and reliable reporting.

Create deal records from new invoice rows for visibility