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Update consults row to paid when deal qualifies

Update consults row to paid when deal qualifies

Your Payments sheet's consultation rows don't reflect paid CRM deals, causing billing confusion. Update consult status automatically so billing staff reconcile same day.

Update consults row to paid when deal qualifies

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Overview

When paid deals don't flow into your finance sheet, reconciliation stalls and follow-ups slip. This flow automatically marks consults as paid as soon as a deal meets your CRM filter, so billing staff and coordinators can reconcile and act the same day.

Update consults row to paid when deal qualifies