Open conversation and add payment comment to contact
Open conversation and add payment comment to contact
Your payments marked Unmatched leave your team without client conversation context, delaying matching and reconciliation. Open the thread and post a payment note so coordinators can triage same day.
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Overview
Unmatched payments create reconciliation blindspots and slow campaign revenue workflows while coordinators hunt for context. This flow opens the client thread and posts a payment-matching note so marketing ops can triage and reconcile same day, restoring visibility and reducing follow-up time.