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Update deal payments from spreadsheet rows for billing

Update deal payments from spreadsheet rows for billing

Your spreadsheet rows for missing payments leave deals without updated dates and amounts, delaying carrier reconciliations. It updates CRM deal fields so billing staff can reconcile accounts same day.

Update deal payments from spreadsheet rows for billing

Overview

Unreconciled payment rows slow down claims settlement and provider remittances. This flow writes corrected dates and amounts to deal records automatically so billing staff and leadership can reconcile same day and avoid downstream carrier delays.

Update deal payments from spreadsheet rows for billing