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Create sales opportunity for new premium trial account

Create sales opportunity for new premium trial account

Your premium trial invoices lack sales context, leaving reps unable to prioritize outreach and risking conversions. You get prioritized leads and notifications so reps engage before trial expiry.

Create sales opportunity for new premium trial account

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Overview

When premium trials start, your reps need timely context to convert them. This flow creates a sales opportunity from the invoice, assigns an owner by round-robin, and alerts the rep so outreach happens within minutes and before the trial expires.

Create sales opportunity for new premium trial account