Prevent incorrect billing and misrouting for on-call leads

Operations coordinators miss on-call markers, causing partner billing errors and misrouted follow-ups. Updates set a zero-billing flag so billing and routing match partner agreements.

Prevent incorrect billing and misrouting for on-call leads

Overview

Partner billing errors and misrouted leads create reconciliation headaches and jeopardize partner agreements. This workflow flags on-call leads as zero-billing the moment an on-call signal arrives, ensuring billing and routing honor partner handling. Operations get cleaner billing records and fewer partner disputes through reliable, auditable updates.

Notable Features

  • Mark leads as zero-billing
  • Filter on-call leads before update
  • Notify operations of flag changes

Prevent incorrect billing and misrouting for on-call leads