Mark paid retainer in CRM and notify channels
Mark paid retainer in CRM and notify channels
Your retainer payments arrive without updated CRM status, leaving account managers unsure which clients are ready for onboarding. Update records and alert teams so onboarding and outreach start same day.
Overview
When a client pays a retainer, account teams need an unmistakable CRM signal to start onboarding. This workflow updates the client record and alerts the right channels within minutes, cutting manual checks and enabling same-day onboarding.