Update deal expected payment dates from debt tracker
Update deal expected payment dates from debt tracker
Your debt payment dates in the tracker aren't copied to deals, causing billing ambiguity and delayed follow-ups. You receive updated CRM dates for prioritised collection same day.
Overview
When payment expectations live in a separate tracker, billing wastes time chasing stale dates and misses timely outreach. This flow writes updated payment dates into CRM deals so billing staff and owners can prioritise collections and act same day.