Assign trial license keys to qualifying CRM deals
Assign trial license keys to qualifying CRM deals
Your trial deals wait while reps manually search and claim license keys, causing delays and duplicate assignments. This reserves and attaches a key to the deal so reps can grant access same day.
Overview
When qualifying deals hit the right stage, this flow removes manual license lookups so reps stop losing time and avoid duplicate claims. It reserves and writes a unique key to the deal and updates your license table so customers can be granted access same day.