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Create invoice paid task for deal owner and advance stage

Create invoice paid task for deal owner and advance stage

Your invoice payments aren't reflected in deals, so owners lack payment context and miss timely outreach. Deal stage updates and an owner task are created within minutes.

Create invoice paid task for deal owner and advance stage

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Overview

When a customer pays, reps need immediate context to close the loop — not another manual lookup. This flow advances the deal to the paid stage and creates an owner task so reps receive payment context and can act within minutes.

Create invoice paid task for deal owner and advance stage