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Create follow-up task for due payments on leads

Create follow-up task for due payments on leads

Your leads with scheduled payment dates often go untriaged, leaving collections stalled and invoices unpaid before the next billing run. Assigned follow-up tasks ensure reps chase payment same day.

Create follow-up task for due payments on leads

Overview

When payment dates arrive, reps need a clear assigned next step to prevent late invoices. This flow creates and assigns a follow-up task the moment a lead's payment date matches today, so billing coordinators can chase payment same day.

Create follow-up task for due payments on leads