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Create licence record and update contact with IDs

Create licence record and update contact with IDs

Your CRM licence requests sit in manual queues and delay fulfilment. Create and attach licences to contacts so fulfilment staff can provision accounts same day.

Create licence record and update contact with IDs

Overview

Manual licence fulfilment creates handoffs and slows onboarding; this flow converts CRM licence requests into recorded customers and licences automatically. Fulfilment staff receive linked records for same-day provisioning and billing before the next invoice run.

Create licence record and update contact with IDs