Create payment onboarding sale record and support ticket

Your onboarding form submissions lack structured CRM records, delaying provisioning and follow-up. Create a sale record and support ticket so coordinators can act same day.

Overview

Manual intake from onboarding forms creates delays and inconsistent records. Turn each submission into a CRM sale and a linked support request so account coordinators get auditable, ready-to-action work items and can provision customers the same day.