IT: schedule installment reminders when deals win

IT admins find Admin/Won deals with no installment schedule, causing missed payments and collection risk. It creates reminder tasks for account managers so payments are tracked per the customer's plan.

Overview

Missed installment follow-ups create real collection risk and obscure revenue visibility. This workflow ensures every Admin/Won deal spawns scheduled reminders for the assigned account manager, eliminating overlooked payments and creating an auditable schedule so collections stay on plan.

Notable Features

Create scheduled reminder activities
Calculate due dates from plan
Assign reminders to account managers