Update deal when pre-payment stage starts to send link
Update deal when pre-payment stage starts to send link
Your pre-payment deals often miss a sent-link flag, leaving reps unsure if buyers got the payment link. It sets the deal to Link Sent and notifies ops so follow-up happens same day.
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Overview
Deals that hit pre-payment without a clear sent-link status create wasted checks and slower follow-up. This flow stamps the checkout deal as Link Sent and alerts ops within minutes so reps can start outreach and collections same day.