For dental sales: notify account managers on Invisalign wins

Sales reps miss onboarding when Closed Won Invisalign deals lack payment proof, delaying fulfillment. Alerts deliver account files and payment receipts so account managers begin onboarding promptly.

Overview

Missed payment confirmations stall onboarding and risk scheduling problems for patients. This workflow ensures sales reps and account managers receive payment receipts and account files at Close Won, removing manual chase so onboarding starts promptly.

Notable Features

Send alerts to account managers
Attach account files and receipts
Trigger onboarding when payment confirmed