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Update deal when payment received and notify team

Update deal when payment received and notify team

Your paid invoices sometimes fail to update deals, leaving account managers without payment dates or invoice numbers for reconciliation. Get deals updated and a Slack alert the same day.

Update deal when payment received and notify team

Overview

When payments arrive for specified services, your deals and team channels reflect that instantly so account managers and billing staff can act without delay. That visibility clears reconciliation backlog and enables same-day client follow-ups.

Update deal when payment received and notify team