Get sales reps visibility into paid onboarding deals

Sales reps miss paid onboarding when invoices don't create CRM deals, causing handoff gaps. Create and assign a CRM deal after payment so ownership is tracked for seamless handoffs.

Overview

Untracked paid onboarding invoices create handoff risk and obscure ownership, slowing follow-ups and frustrating sales reps. This workflow ensures every paid onboarding becomes a CRM deal with an assigned owner, keeping sales and customer success aligned and preventing paid engagements from being lost.

Notable Features

Create CRM deals after payment
Assign deal owner on create
Alert sales and customer success