Mark lead as closed when payment stage completes
Mark lead as closed when payment stage completes
Your deals stay open after billing finalizes, causing reps to contact settled accounts unnecessarily. Marking those leads closed prevents redundant outreach and cleans pipeline reports same day.
Overview
When billing stages finish, reps should stop chasing settled accounts; this flow marks those leads closed automatically to halt redundant outreach. That cleans pipeline reporting and ensures records are updated within minutes of the stage change.