Update CRM deal stage for active payment plans
Update CRM deal stage for active payment plans
You lack clear deal status when a customer payment plan activates outside your CRM, delaying invoicing and onboarding. Deals update automatically so billing and talent managers can act same day.
Overview
When payment plans go active outside your CRM, billing and talent teams miss the cue to invoice and onboard. This flow updates deal stages instantly, giving billing staff and talent managers the visibility to start invoicing and onboarding the same day.