Sales ops capture project completion when final payment flagged
Sales ops capture project completion when final payment flagged
Sales ops miss completion dates when follow-ups change to Needs Final Payment, causing invoicing delays. It stamps the Project Completed date when status flips, so invoicing and closeouts proceed promptly.
Overview
Missed project completion dates create invoicing bottlenecks and force account managers into manual follow-ups. This workflow ensures every follow-up marked Needs Final Payment receives a Project Completed timestamp, enabling finance to begin invoicing and account managers to close out projects without handoff friction. Teams report fewer missed invoicing triggers and clearer handoffs between sales ops and finance.
Notable Features
- Set completed date on status change
- Notify finance and account managers
- Prevent missed invoicing triggers