Update lead payment status and notify collections team
Update lead payment status and notify collections team
When a dunning activity is logged, your reps lack clear payment status and collection context. This updates the lead stage and alerts collections so follow-up happens same day.
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Overview
When dunning starts, teams often lack payment context and miss critical collection windows. This flow marks the lead with the correct delinquency stage and alerts collections so account owners can act same day and keep receivables moving.