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Create merchant match record for incoming payment inquiries

Create merchant match record for incoming payment inquiries

Your merchant payment cases arrive without a linked CRM record, leaving reps unable to verify customer history quickly. Capture and log match confidence, so reps and billing staff can act the same day.

Create merchant match record for incoming payment inquiries

Overview

Incoming payment cases without a linked CRM record force reps and billing staff into manual lookups and delay collection. This flow finds likely CRM matches, records confidence scores, and creates an auditable table record so Revenue Ops and reps can act the same day.

Create merchant match record for incoming payment inquiries