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Create marketing contact and billing customer from row

Create marketing contact and billing customer from row

New pharmacy signups in your spreadsheet leave coordinators and billing staff without contact or payment context. Onboarding proceeds same day with ready contacts and billing customers.

Create marketing contact and billing customer from row

Overview

Unprocessed signup rows leave onboarding and billing blocked and force manual work from program coordinators and billing staff. This flow turns each new row into a marketing contact and a billing customer so teams can onboard and invoice the same day.

Create marketing contact and billing customer from row