Create receivables row and update CRM lead status
Create receivables row and update CRM lead status
Your completed contracts lack a receivables row and CRM stage, delaying invoices and sales follow-up. It adds a ledger row and advances the lead, giving billing and sales same-day visibility.
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Overview
Signed documents that never reach billing create delayed invoices and unclear pipeline status. This flow captures completed contract details, logs a receivables row, notifies the team, and advances the CRM lead so billing and sales have same-day readiness.