Move paid opportunities to Closed Won and notify onboarding
Move paid opportunities to Closed Won and notify onboarding
Payments that post without CRM updates stall onboarding and leave your support ops without status. Update the opportunity and notify onboarding coordinators so setup and billing start the same day.
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Overview
Unrecorded payments create manual work and delay onboarding and billing. This flow automatically updates the opportunity and alerts onboarding coordinators, eliminating handoffs so setup and invoicing can begin the same day.