Keep project managers informed on invoice-linked sales opportunities

Project managers lose visibility when invoices aren't tied to opportunities, causing missed collections and attribution errors. So sales and finance act on accurate opportunity records.

Overview

Missed collections and attribution errors erode project margins when invoices aren't linked to opportunities. This workflow keeps invoice IDs, amounts, and due dates on opportunities so sales and finance act on accurate records, leading to faster handoffs and fewer reconciliation headaches.

Notable Features

Add invoice IDs to opportunities
Update due dates on records
Notify sales reps of invoices