Mark prospects paid and attach billing details for sales reps
Mark prospects paid and attach billing details for sales reps
Sales reps miss updating prospect payment status from Academy purchases, causing scheduling errors. Instant updates mark records paid and add billing details so reps and schedulers act.
Overview
Missed payment updates erode sales momentum and create scheduling chaos. This flow flips Academy payments into updated prospect records with billing details, enabling reps and schedulers to prioritize paid deals and keep pipeline accuracy.
Notable Features
- Mark CRM records as paid
- Attach billing and invoice details
- Notify reps and schedulers instantly