Update contact lifecycle to customer after invoice payment
Update contact lifecycle to customer after invoice payment
Your paid invoices don't update contact lifecycle, leaving reps without purchase context for timely outreach. Update contact stages on payment to keep reporting reliable and prep reps same day.
Overview
When paid invoices don't flip contact status, reps pursue outdated leads and reporting lags. This flow updates contact lifecycle to customer on payment, giving sales managers same-day roster accuracy and clearer handoffs.