Keep finance CRM opportunities updated when payments post

Finance teams miss pledged payments when donation events don't update CRM opportunities, causing reconciliation gaps. Set opportunity payment status so finance reconciles pledges promptly.

Overview

Missed pledge payments create reconciliation headaches and audit exposure for finance and fundraising. This workflow updates CRM opportunity payment status as payments post, creating a clear audit trail so finance reconciles pledges faster with fewer exceptions.

Notable Features

Update CRM opportunity payment status
Notify finance and fundraising teams
Log payment audit notes