Project managers: keep sales pipeline aligned after invoices
Project managers: keep sales pipeline aligned after invoices
Project managers lose pipeline accuracy when invoices post separately, causing forecasts and deal visibility to drift. This moves deals to the next stage after an invoice is marked sent, so sales reps work from accurate pipelines.
Overview
Project managers struggle when invoice activity isn't reflected in the sales pipeline, which skews forecasts and wastes reps' time. This workflow advances deals when invoices are marked sent, eliminating missed stage updates and reducing manual follow-ups. The result: reps act on accurate pipelines and revenue activity shows up in forecasts.
Notable Features
- Advance deals when invoice marked sent
- Notify sales reps of stage change
- Log invoice reference to deal record