Create new sales deal from posted invoices for reps
Create new sales deal from posted invoices for reps
You lose visibility when invoices sit only in accounting and never reach sales for follow-up. This creates pipeline deals from invoices so reps can act on revenue signals the same day.
Overview
Stop losing revenue signals that live only in accounting by turning invoices into visible opportunities for your reps. This ties bookkeeping events to sales action so account managers can pursue upsells and close revenue the same day.