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Create multi-year split task when deal closes in CRM

Create multi-year split task when deal closes in CRM

Your closed-won deals with multi-year line items require manual splitting, leaving billing and account setup incomplete. Create a task and email owners so splits are completed same day.

Create multi-year split task when deal closes in CRM

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Overview

Long-term deals often require manual splitting for accurate billing, which stalls revenue ops and delays invoices. This flow creates a triage task and emails the owner so splits are completed the same day, keeping billing and account setup on schedule.

Create multi-year split task when deal closes in CRM