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Update closed deal and close date from payment record

Update closed deal and close date from payment record

New paid contract records in your database leave deals stale and delay billing handoffs. Keep deals updated so reps and billing act on paid contracts the same day.

Update closed deal and close date from payment record

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Overview

When paid contracts aren't reflected in your CRM, forecasting and collections stall and reps waste time reconciling records. This flow updates deal stage, close date, and payment fields automatically so sales leaders and billing can act on paid contracts the same day.

Update closed deal and close date from payment record