Update deal stage and invoice tracker after send
Update deal stage and invoice tracker after send
Your emailed invoices can leave draft invoice rows and CRM deals out of sync, causing collection delays. It updates your AR worksheet and advances deal stages so records align same day.
Overview
When invoices go out, pipeline and AR often fall out of sync, delaying collections and rep follow-up. This flow marks invoice rows as sent and advances deals into the closing stage so sales ops and billing share aligned records same day.