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Create transaction rows for won deals to ledger

Create transaction rows for won deals to ledger

Your won deals in the CRM often lack a matching transaction row, stalling billing and delaying project intake. Records are created automatically so billing and project teams can act the same day.

Create transaction rows for won deals to ledger

Overview

When deals close without a linked transaction, billing and project intake grind to a halt. This flow writes a transaction row for each won deal so billing and program coordinators have entries to act on the same day.

Create transaction rows for won deals to ledger