Send billing request when deal is marked won
Send billing request when deal is marked won
You can't begin invoicing when won deals lack billing context in your CRM. Get billing requests sent to your coordinator immediately so invoices can be issued the same day.
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Overview
When a won deal sits idle in CRM, billing stalls and your finance founder spends time chasing details. This flow sends a billing-ready email to your coordinator and CCs leadership the moment a deal is first marked won, enabling same-day invoicing and fewer manual handoffs.