Update deal payment methods from new member signup
Update deal payment methods from new member signup
Your membership signups sometimes create CRM deals without a payment method, causing billing delays. It applies the correct payment method to the CRM deal so billing and sales can act same day.
Overview
When memberships create deals without payment terms, billing and onboarding stall — wasting time for your sales managers and billing staff. This flow applies the chosen payment option to the corresponding CRM deal so billing and sales can invoice and onboard the member the same day.