Keep support ops informed when accounts enter collections

Support ops miss deals entering collections, causing missed notices and stalled receivable recovery. This workflow sends collection notices on stage changes so finance and support can act quickly.

Overview

Missed collections notices let receivables slip and create audit risk for finance. This flow makes every stage-change send a clear customer collection notice and log the action, giving support ops and finance zero missed follow-ups and cleaner audit trails.

Notable Features

Send collection notices to customers
Notify support and finance simultaneously
Log notice activity to CRM