Create initial payment opportunity when a deal is marked won
Create initial payment opportunity when a deal is marked won
Your billing staff waits when won deals lack payment opportunity records and values. This creates payment-ready opportunity entries and updates lead status so finance can invoice the same day.
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Overview
When deals are marked won but no payment opportunity is created, billing and delivery lose time and revenue recognition slows. This flow creates payment-ready opportunity records and updates lead and related opportunity statuses so finance can invoice and teams can start work the same day.