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Create debtor record from support intake button click

Create debtor record from support intake button click

Your support intake rows lack linked company records, forcing agents to manually search and delaying billing. Keep debtor company records current so agents and billing can triage and invoice same day.

Create debtor record from support intake button click

Overview

When support presses the intake button, this flow creates or links a debtor company record and updates the intake row so agents and billing avoid manual lookups. That means cleaner triage and billing-ready records available within minutes, reducing turnaround on invoicing and follow-up.

Create debtor record from support intake button click