Notify billing of flagged paid leads for refunds
Notify billing of flagged paid leads for refunds
Your paid lead records flagged as fake or bad can leave refunds unrequested and reconciliations inaccurate. The workflow alerts billing and updates the record so refunds are pursued same day.
Overview
Unprocessed paid leads flagged as fake or bad create reconciliation gaps and slow refunds. This flow marks the record and notifies your billing and refunds staff so refund requests are issued and reconciliations completed same day.