Update opportunity payment totals when payment activity is logged
Update opportunity payment totals when payment activity is logged
Payments logged in CRM don't update opportunity totals, leaving reps and billing unclear. Keep opportunity payment totals and status current so teams can act the same day.
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Overview
When payments are logged, opportunity records must reflect cash collected immediately so reps and billing can act with confidence. This flow keeps totals and a payment-complete flag current, enabling reconciliation and collection prioritization the same day.