Problem

It is currently a manual and difficult process to connect parts invoices to parts leads in SalesLink. This results in misattribution of revenue (e.g. "Did Marketing drive this sale?"), orphaned leads (i.e. leads are left open even though they are won), and redundant marketing effort (the customer already bought, but they are still enrolled in the campaign)

Solution: Invoice Reconciliation

1. Add the ability for specifying a parts category per campaign

2. Add the ability to specify a lookback period per campaign

3. Add the logic to automatically check for an opportunity with a matching parts category for that customer when an invoice is received where the LATER of created date and last activity date on that opportunity is within the lookback period specified for that campaign

4. If a match is found, then that opportunity is updated such that the revenue on the opportunity matches that of the invoice, the opportunity is marked as won, and the invoice is linked to the opportunity. Additionally, unenroll that contact from the marketing campaign.