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Create renewal deals with payment stage and new close date

Create renewal deals with payment stage and new close date

Subscription events don't create CRM deals, leaving reps without renewal context. Create payment-scheduled deals with updated closing dates to speed collections before the next billing run.

Create renewal deals with payment stage and new close date

Overview

Stop manual deal creation for subscription renewals so reps and billing staff immediately see payment-scheduled opportunities. This converts incoming subscription events into populated deals with updated close dates and commission fields, enabling faster collections ahead of the next billing run.

Create renewal deals with payment stage and new close date