Create settlement update task and alert deal owner
Create settlement update task and alert deal owner
Your settlement deals often lack an assigned checklist, stalling payouts and commission reconciliation. It assigns a checklist task and emails the owner so reconciliation finishes before payout.
Overview
When settlement fields are missing, funding and commission reconciliation get delayed — this flow creates a clear checklist task and emails the deal owner so ownership is explicit. That change turns reactive chasing into one tracked task and helps reconciliation finish before the next payout run.