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Update deal stage when invoice marked as billed

Update deal stage when invoice marked as billed

Your billing spreadsheet rows often leave deals in the wrong CRM stage, delaying revenue handoffs. Keep CRM stages and planning rows aligned so teams act same day.

Update deal stage when invoice marked as billed

Overview

Billing entries in your execution sheet should drive pipeline accuracy, not confusion. This flow moves deals into the correct CRM stage and marks planning rows billed so sales and billing teams are aligned with accurate pipeline context same day.

Update deal stage when invoice marked as billed