Keep business owners updated when invoices hit deals

Business owners miss invoice numbers on deals, causing missed collections and misreported pipeline. This pushes invoice IDs and market class into deals so sales can collect and report accurately.

Overview

Missing invoice IDs leave business owners blind to collections and create reconciliation headaches. Keep deal records populated with invoice numbers and market class so sales and finance coordinate collections, shorten handoffs, and teams report cleaner reconciliations and fewer missed follow-ups.

Notable Features

Attach invoice IDs to deals
Update deal market classification
Notify assigned reps of changes