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Update won deals and normalize types for billing

Update won deals and normalize types for billing

Opportunity records have inconsistent types and statuses after payment activities, skewing pipeline reports and follow-ups. It updates leads and opportunities so billing begins within hours.

Update won deals and normalize types for billing

Overview

Payment activities that mark deals as won often leave inconsistent types and statuses, which slows billing and onboarding. This flow standardizes opportunity types and writes the correct closed-won status back to records so revenue and billing teams can invoice and start onboarding the same day.

Update won deals and normalize types for billing