Keep sales prospect cards updated when bookings arrive

Sales reps miss booking forms buried in incoming submissions, causing stalled invoicing. This flow updates prospect cards with booking receipts and status so reps progress clients toward invoicing.

Overview

Missed booking forms create invoice delays that cost revenue and slow pipeline progress. This workflow keeps prospect records current, flags bookings for invoicing, and reduces manual card updates so sales reps can hand off clients faster and avoid missed invoices.

Notable Features

Attach booking receipts to cards
Set booking status and tags
Notify sales reps of updates