For VP of Sales: Update deals with payment dates

Sales ops miss renewal signals when payment dates aren't on deals, causing stalled follow-up. Payment dates update the deal so account reps see billing history and follow up before renewals.

Overview

Missed payment dates cost renewals and make pipeline forecasts unreliable for growing software sales orgs. This workflow writes successful subscription payment dates to the linked deal record so account reps have complete billing history on deals, eliminating missed follow-ups and restoring accurate pipeline signals.

Notable Features

Write payment dates to deals
Format payment dates uniformly
Notify account executives on update