Help IT keep CRM lead statuses aligned to VAT changes

IT admins see CRM lead statuses go out of sync when VAT-paid flips, causing sales to follow wrong pipeline stages. Keep lead statuses matched to payment state so reps and ops act correctly.

Overview

IT teams face pipeline risk when payment flags aren't mirrored in CRM, causing reps to chase incorrect leads. This workflow keeps CRM lead statuses aligned with VAT-paid changes, eliminating missed follow-ups and giving sales and ops immediate clarity for next actions.

Notable Features

Update CRM lead status based on VAT
Notify sales reps on status change
Log audit trail for compliance