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Create onboarding and billing rows from new sales entry

Create onboarding and billing rows from new sales entry

Your sales entries can leave onboarding and billing untracked, delaying setup and the first invoice. It creates onboarding rows, updates billing sheets, and opens a ticket so setup finishes same day.

Create onboarding and billing rows from new sales entry

Overview

When new sales entries miss onboarding steps, customers sit idle and the first invoice gets delayed. This flow captures each new sale, updates onboarding and billing trackers, and opens a ticket so coordinators can start setup the same day.

Create onboarding and billing rows from new sales entry