Update deal flags when account outreach occurs for billing
Update deal flags when account outreach occurs for billing
Deals lose context when account billing requests or escalations aren't mirrored. Mirroring those statuses keeps billing and sales aligned so action happens before the next billing run.
Overview
Account-level billing requests often don't surface on deal records, causing slow invoices and unclear handoffs. This flow mirrors account outreach to the deal so billing staff and sales see accurate request, follow-up, and escalation status and can act before the next billing run.