Update claim funding status when deal stage changes
Update claim funding status when deal stage changes
Your claim funding records fall out of sync when CRM stages update, delaying reconciliation and payouts for finance staff. Update funding status immediately so reconciliations finish same day.
Overview
When deals move into a funding-complete stage without a synchronized claim update, reconciliation and payouts stall. This flow flips the claim funding flag and stamps a bought timestamp so finance and project leads can reconcile and release funds the same day.