Update projected accepted dates on CRM deals daily
Update projected accepted dates on CRM deals daily
Your invoicing relies on deals that often miss projected accepted dates, causing billing delays and manual lookups. Populate them daily so billing staff can prepare invoices before the next billing run.
Overview
Missing projected accepted dates stall billing and force manual lookups. This workflow enriches deals nightly and writes invoice-ready dates so billing staff receive accurate timing each morning and invoices go out before the next billing run.