IT: keep ops and sales aligned on invoiced opportunities
IT: keep ops and sales aligned on invoiced opportunities
IT teams miss invoice emails, causing billing status drift and stalled collections. It updates the opportunity's invoice-sent status so sales and ops coordinate collections and move deals toward close.
Overview
When invoice emails go untracked, sales and operations work from different billing states, risking missed collections and stalled closes. This workflow ensures every emailed invoice marks the opportunity as invoiced so sales and ops coordinate collections, reduce manual reconciliation, and see fewer missed follow-ups.
Notable Features
- Record invoice-sent on opportunity
- Notify sales and ops instantly
- Flag opportunities needing collections follow-up