Update deal and notify ops after mandate receipt
Update deal and notify ops after mandate receipt
Your mandate webhooks leave deals outdated, creating billing gaps and handoff delays for sales ops. Update deal payment status and alert billing so records are accurate same day.
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Overview
When mandate webhooks land without updating deals, billing and sales can get out of sync and revenue handoffs stall. This flow updates the deal payment status and alerts billing and sales ops within minutes so reps and finance act the same day.