Keep business owners updated on high-value payment activity
Keep business owners updated on high-value payment activity
Business owners miss commissionable deals when payments over $100 aren't logged to the closer dashboard, creating blind spots and stalled follow-ups. It logs those payments to the closer dashboard for reps.
Overview
Business owners risk losing commissionable deals when high-value payments don't show up in the closer dashboard. This workflow captures every payment above your threshold and posts it to the closer dashboard, giving reps clear transaction visibility and enabling faster follow-ups with dramatically fewer missed commissions.
Notable Features
- Filter incoming payments above $100
- Create or update dashboard rows
- Notify sales reps about payment