If it is an FIS referral, that goes in the FIS-clients slack channel for billing!
*Payments - Zoho and finance slack channel*Payments - New Client Pricing Specs - Microsoft Teams
Templated Info:
Client Name:
Client Contact Name:
Client Contact Email:
Client ID
Product:
Referral:
Sales:
Team:
Pricing:
*Reward - portal. It automatically creates them in Zoho the finance team tool when the invoice is approved.
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