Keep sales reps informed when credit pre-analysis updates

Sales reps miss credit pre-analysis updates, causing stalled deals and skewed pipeline forecasts. Ensure CRM deals and stages match credit decisions so reps have current statuses and follow up.

Overview

Missed credit updates cause stalled deals and unreliable forecasts. Keep CRM deals and stages aligned with credit decisions to eliminate handoff gaps, ensure reps see current statuses, and restore confidence in pipeline reporting.

Notable Features

Create or update CRM deals
Set deal stage from credit decisions
Notify reps about decision changes