Create placement deal when candidate is marked placed
Create placement deal when candidate is marked placed
When a candidate is marked Placed without a deal, your team and recruiters lose pipeline clarity and billing readiness. You receive a deal record and notification so invoicing can start same day.
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Overview
When placements close, account and billing teams need immediate visibility; manual handoffs cause delays and missed invoices. This flow creates the placement deal and notifies stakeholders within minutes so revenue handoffs happen same day.