How to escalate deals automatically based on Creditsafe credit rating

Let credit risk trigger the right action.

Creditsafe brings financial insights straight into your deals, not just company records. This tutorial shows you how to build a workflow that checks a deal's stage together with the associated company's Creditsafe credit rating, and automatically reassigns the deal to a senior team member with a task to review payment terms whenever the rating signals higher risk, so nothing risky slips through unnoticed.