Mark purchased leads after payment in tracking sheet
Mark purchased leads after payment in tracking sheet
Your lead tracking rows aren't updated after purchases, causing billing and onboarding delays. It marks the lead as purchased and timestamps the record so reconciliation happens same day.
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Overview
Unreconciled purchases slow down billing and delay onboarding, forcing your staff into manual lookups. This flow marks lead records and timestamps payments automatically so finance sees completed purchases same day and onboarding can start without waiting.