Project managers trigger onboarding when payments hit CRM
Project managers trigger onboarding when payments hit CRM
Project managers miss payments when receipts aren't logged, causing onboarding stalls and bad CRM status. This flow creates payment records and updates lead status, so onboarding can start without delay.
Overview
Missed or unrecorded payments stall onboarding and leave CRM data unreliable. This workflow turns every payment into a CRM payment record and advances lead status so onboarding can begin without delay, giving sales and PMs clear, actionable visibility.
Notable Features
- Create payment record in CRM
- Update lead status to paid
- Alert onboarding and sales channels