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Update CRM payment status when board marks paid

Update CRM payment status when board marks paid

When a delinquent fee row is marked paid, billing and partnerships can fall out of sync with CRM. It updates the CRM pipeline so staff see closed status same day.

Update CRM payment status when board marks paid

Overview

Missed board-to-CRM updates create extra reconciliation work and redundant outreach. This flow closes the loop immediately so billing and partnerships see paid statuses same day and avoid duplicate follow-up.

Update CRM payment status when board marks paid