Log funding sales into a central tracker sheet
Log funding sales into a central tracker sheet
You get sale notices without a central ledger, causing manual checks and missed reconciliations. Capture each sale to a shared tracker so billing and ops reconcile and follow up the same day.
Overview
Marketplace sales often land as scattered notifications, forcing billing to manually reconcile and delaying disbursements. This flow captures each sale into a central funding tracker and enriches it with CRM contact details so billing and ops can reconcile and follow up the same day.