Send deposit request email for deals needing payment
Send deposit request email for deals needing payment
Your deals that require a deposit sit without payment requests, delaying scheduling and blocking pipeline progress. Send the payment-request email automatically so bookings can be confirmed same day.
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Overview
Unpaid deposits stall schedules and blur pipeline accuracy. This flow finds deals that need a deposit, updates the deal record, and emails the customer within minutes so bookings can be confirmed same day and your pipeline stays reliable.