Update deal with claim submission date from cases
Update deal with claim submission date from cases
Your case summaries don't surface claim submission dates to CRM, causing missed follow-ups and billing delays. It writes the claim date to the CRM deal so intake and billing see milestones same day.
Overview
When claim submission dates never reach the CRM, intake and billing teams miss filing windows and invoices get delayed. This flow maps the filed date from case forms into the deal record immediately, so coordinators can act and trigger billing same day.