Keep sales pipeline accurate when member payments post

Sales reps miss opportunity updates when membership payments aren't logged in CRM, causing stalled handoffs. Mark opportunities Purchase Complete so reps begin handoffs on confirmed purchases.

Overview

Missed payment updates create stalled handoffs and forecast gaps for sales reps. This workflow marks CRM opportunities as Purchase Complete when membership payments validate, eliminating manual updates and ensuring zero missed handoffs so sales and product teams have current pipeline status.

Notable Features

Set opportunity to Purchase Complete
Notify reps of confirmed purchases
Add CRM note for audit trail