Send funded deal alert emails to accounting and reps
Send funded deal alert emails to accounting and reps
Your funded deal form submissions often sit unread, delaying commission calculations and reconciliation. Send funding details and attachments to accounting and reps for same-day reconciliation.
Overview
When deals fund, accounting and origination need the full context immediately to reconcile and pay commissions. This flow routes funding form entries to the right inboxes with attachments so reconciliation and commission processing can occur the same day.