Alert billing operations when cold lead onboarding completes

Billing operations miss 30-day onboarding extensions when cold leads are marked complete, causing billing errors and invoice disputes. Instant alerts prompt the team to apply extensions and update billing records.

Overview

Missed 30-day onboarding extensions create billing errors and invoice disputes for billing operations. This workflow routes completed cold leads to billing ops, attaches the customer context, and creates a follow-up task—eliminating missed extension actions and keeping invoices aligned with customer status.

Notable Features

Notify billing ops with lead details
Attach onboarding status and customer ID
Create a follow-up billing task