Update deal stage to paid when payment posts
Update deal stage to paid when payment posts
Your paid invoices in accounting aren't reflected in CRM deals, leaving reps unable to confirm revenue. It updates deal stages to paid so teams see revenue accuracy within minutes.
Overview
Payments recorded in accounting often don't flow back to the pipeline, leaving reps and finance out of sync. This connects payment posts to CRM deal stages so paid deals show correctly and teams see updated revenue status within minutes.