This would be incredibly helpful! Setting up invoices inside the CRM has been a major painpoint. It would be so much easier, if instead of an invoice, I could create a workflow rule to trigger an email with a Checkout page linked to the email. And then, upon payment completion, the Deal can be updated to Closed Won.
Justin
This would be incredibly helpful! Setting up invoices inside the CRM has been a major painpoint. It would be so much easier, if instead of an invoice, I could create a workflow rule to trigger an email with a Checkout page linked to the email. And then, upon payment completion, the Deal can be updated to Closed Won.