Move deals to invoice stage when design completes
Move deals to invoice stage when design completes
Your design status changes don't update deal records, causing invoicing to stall and reps to miss billing context. Keep deal stages current so billing and sales can issue invoices same day.
Workflow preview:
Zap details:
Overview
When design tasks reach uploaded/completed, your CRM should reflect invoice readiness immediately. This removes manual handoffs between project work and billing, keeping sales and billing aligned and enabling same-day invoicing.