Update inbound POs to show CRM closed-won matches
Update inbound POs to show CRM closed-won matches
Your inbound purchase orders lack match flags, stalling billing and provisioning workflows. Mark POs tied to closed deals so invoices and provisioning clear same day.
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Overview
When inbound POs aren’t linked to won deals, billing and provisioning grind to a halt and time is wasted on manual checks. This flow automatically detects closed‑won matches and updates your records so billing can invoice and provisioning can proceed same day.