Update deal with payment info and schedule follow-ups
Update deal with payment info and schedule follow-ups
Your open deals lack payment links and refund context, causing billing staff to chase manually and delay collections. Get updated payment details and scheduled outreach so collections start same day.
Overview
When deals move into the payment/refund stage, this flow enriches the record with formatted amounts and payment links and schedules outreach so billing staff can act without manual lookups. That means calls and follow-ups are queued and ready the same day, reducing chasing and accelerating collections.