Sales ops: Send disbursement requests on stage change
Sales ops: Send disbursement requests on stage change
Sales ops miss payment details when deals hit 'Solicitud de Desembolso', causing disbursement delays and manual follow-ups. Send formatted transfer emails to ops, finance, and AMs to start processing.
Overview
Missed payment details stall disbursements and create reconciliation headaches for sales ops and finance. This workflow sends standardized transfer requests to operations, finance, and account managers as deals enter 'Solicitud de Desembolso', eliminating guesswork and enabling faster processing. The result is clearer handoffs and far fewer missed follow-ups.
Notable Features
- Send formatted transfer emails
- Attach payment links and docs
- Route by operation type