Update CRM call outcomes and create instalment opportunities
Update CRM call outcomes and create instalment opportunities
Your intake records for calls and payments leave reps without updated lead context and instalment dates. This creates activities and updates leads and instalments same day.
Overview
Intake rows for calls and payments should produce clear pipeline context—not manual guesswork. This flow logs the call, updates lead and opportunity status, and creates instalment opportunities so reps and coordinators see accurate revenue details same day.