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July 21, 2023

Step One: Formulate a receivable plan.

Use CloudCC’s Marketing Cloud to acquire customers and Sales Cloud to advance opportunities.

After an opportunity is won, the salesperson initiates contract signing. Typically, there are several receivables under one contract, such as a down payment, a delivery payment, and a final payment. The salesperson creates the three receivables according to the contract, the most important of which is the amount and the due date.