Apply plan upgrades from customer success form submissions
Apply plan upgrades from customer success form submissions
Your plan-change submissions can go unapplied, causing entitlements errors. It applies submitted upgrades to accounts so customers regain correct features within minutes.
Overview
When customers request plan upgrades via your CS form, manual updates create entitlement gaps and billing confusion. This flow applies upgrades to the account and alerts success and billing so customers see correct features and billing within minutes.