Update deal stage when client bill is sent
Update deal stage when client bill is sent
Your billed matters sit outside the pipeline and leave partners and billing staff unaware of clients needing retainer outreach. Tie billing to deal stages so follow-up happens same day.
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Overview
When invoices are issued, your pipeline should immediately reflect that shift so partners and billing staff can act. This flow ties billing events to CRM deals and moves matters into billing-focused stages, enabling same-day retainer outreach and clearer collection priorities.