Move closed deals to accounting and notify team
Move closed deals to accounting and notify team
You have deals in a configured filter that need handoff to billing, causing ownership confusion and processing delays. The workflow routes deals and notifies billing so invoices can start same day.
Overview
Manual handoffs to billing create slowdowns and reconciliation work for finance teams. This flow moves filtered deals into the accounting stage, assigns the right owner, and emails billing so invoices can be started same day.