Set billing intake follow-up flag for new deals

Your billing intake deals in CRM often miss a follow-up flag, creating handoff gaps and duplicate outreach. Set the follow-up marker and lock duplicates so billing coordinators start setup same day.

Overview

When deals hit the verbal-award stage without billing setup, this flow ensures they get a follow-up marker and a temporary lock to stop duplicate outreach. That means billing coordinators can begin setup without manual triage and within a day of the deal qualifying.