Update deal with client invoice link and therapist info
Update deal with client invoice link and therapist info
Your deals often arrive without an invoice link or therapist context, delaying billing and client outreach. Add a shortened invoice URL and assignment note to the deal so teams act same day.
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Overview
Deals that reach reps without an invoice link or therapist context create manual work and billing delays. This flow enriches the CRM deal with a shortened invoice URL and a concise assignment note so intake and billing can act same day and reduce follow-ups.