Send credit-check request email and log organization note
Send credit-check request email and log organization note
Deals entering brand delivery often lack a credit-check request, leaving billing unsure of client credit. This logs the request and sends an internal email so billing can start verification same day.
Overview
When deals advance to brand delivery, missing credit-check requests create billing uncertainty and onboarding friction. This workflow sends a team email and logs the request on the company record so billing can begin verification same day and avoid hold-ups.